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Thomas Strandell

Creativeone Securities, LLC
26 Years of Experience
St Joseph, MO
1 DisclosureBrokerSells Insurance
View SEC Summary
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Thomas Strandell is a registered investment advisor at Creativeone Securities, LLC, based in St Joseph, MO, with 26 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B in assets under management.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2400 Frederick Ave, #409, St Joseph, MO, 64506

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
September 2015 - Present · 11 yrs 1 mo
Creativeone Securities, LLCBroker
August 2012 - Present · 14 yrs 2 mos
Previous Registrations
Broker Dealer Financial Services CORP.Broker
January 2010 - August 2012 · 2 yrs 7 mos
National Planning CorporationBroker
November 2009 - January 2010 · 2 mos
Main Street Securities, LLCBroker
September 2006 - November 2009 · 3 yrs 2 mos
Thrivent Investment Management INC.Broker
October 1999 - September 2006 · 6 yrs 11 mos
State Registrations9 states
AZCOFLILKSMONCOHWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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