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Aaron Wheeler

Creativeone Securities, LLC
22 Years of Experience
Champaign, IL
BrokerSells Insurance
View SEC Summary
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Aaron Wheeler is a registered investment advisor at Creativeone Securities, LLC, based in Champaign, IL, with 22 years of industry experience. Aaron 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

2009 Fox Drive, Suite M, Champaign, IL, 61820

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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.

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Other Business ActivitiesSells Insurance

Aaron is a Township Supervisor for Mahomet Township, dedicating minimal time to this role. He is also a Financial Planner at Prairieland Insurance Group, dedicating nearly full-time hours to sales and advising.

Employment History
Current Registrations
Creativeone Securities, LLC
January 2025 - Present · 1 yr 9 mos
Creativeone Securities, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Country Trust Bank
August 2006 - July 2007 · 11 mos
Country Capital Management CompanyBroker
January 2003 - December 2022 · 19 yrs 11 mos
State Registrations1 state
IL
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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