Kevin Lutz is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 19 years of industry experience. Kevin 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
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kevin works as a Wealth Advisor at Sawyer Group Inc, dedicating nearly full-time hours to wealth management services. He also serves on the Board of Directors for The Boy's Latin School and Baltimore Outreach Services, spending minimal time on each.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
Pbmares Wealth Management LLC
Morgan Stanley
Morgan StanleyBroker
Pacific Select Distributors, INC.Broker
Planco Financial Services, LLCBroker
Steben & Company, INC.Broker
Rydex Distributors, INC.Broker
Grw Capital CorporationBroker
Goldman, Sachs & CO.Broker
State Registrations17 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.