Stephen Henson
Stephen Henson is a registered investment advisor at Creativeone Securities, LLC, based in Cape Coral, FL, with 26 years of industry experience. Stephen 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
Cape Coral, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2014Other Business ActivitiesSells Insurance
Stephen is a co-owner of Prairieland Insurance Group, LLC, selling various insurance products, dedicating full-time hours to this role. He also owns a portion of Prosper REI Holdings II LLC, a rental property business, and serves as President of Blue Heron Condo Association, dedicating minimal time to each.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.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.