Todd Schick
Todd Schick is a CFP, ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 23 years of industry experience. Todd 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
7400 W. 130th Street, Suite 130, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Todd is the President and Financial Advisor for Aspire Wealth Management, operating under the DBA Financial Services and Tax Center, dedicating about three-quarters of his time. He is also the President and IAR for Aspire Wealth Management's RIA, spending about a quarter of his time on this role.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Aspire Wealth Management
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Ae Financial Services, LLCBroker
Madison Avenue Securities, LLC
Madison Avenue Securities, LLCBroker
Ae Wealth Management, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations15 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.