Thomas Strandell
Thomas Strandell is a registered investment advisor at Creativeone Securities, LLC, based in St Joseph, MO, with 26 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
2400 Frederick Ave, #409, St Joseph, MO, 64506
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Thomas is an agent selling fixed and indexed insurance products and life insurance through JJS Agency, DBA-Affinity Asset Management. He is also a volunteer presenter for Financial Education Partnership.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Broker Dealer Financial Services CORP.Broker
National Planning CorporationBroker
Main Street Securities, LLCBroker
Thrivent Investment Management INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.