Andrew Stewart Levacy

Creativeone Securities, LLC

25 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Creativeone Securities, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

145 advisors

Number of Clients

11,317 clients

Average Client Portfolio

$188K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$25K

Location

6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Andrew works as an Investment Advisor for CreativeOne Wealth, LLC since 2020, dedicating about three-quarters of his time. He is also an Enrolled Agent and Registered Rep/Investment Advisor for The Levacy Group, focusing on tax services and investment services respectively, dedicating about three-quarters of his time to each.

Employment History

Current Registrations

Creativeone Securities, LLCBroker

April 2025 - Present · 10 mos

Creativeone Wealth, LLC

October 2020 - Present · 5 yrs 4 mos

Previous Registrations

Partnervest Advisory Services LLC

August 2009 - November 2020 · 11 yrs 3 mos

Sorrento Pacific Financial, LLCBroker

July 2009 - April 2025 · 15 yrs 9 mos

Partnervest Securities, INC.Broker

February 2007 - July 2009 · 2 yrs 5 mos

Associated Securities CORP.Broker

July 2000 - November 2006 · 6 yrs 4 mos

State Registrations7 states

CAIDINNYTNUTWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.