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Robert Olvera

Creativeone Securities, LLC
23 Years of Experience
Olathe, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Robert Olvera is a registered investment advisor at Creativeone Securities, LLC, based in Olathe, KS, with 23 years of industry experience. Robert 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

12506 S Alcan Cir, Olathe, KS, 66062

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2007
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert provides securities and advisory services to clients through RSL Financial Management, dedicating nearly full-time hours. He also works nearly full-time as an agent providing fixed insurance services. Robert is also a voting board member of the National Association of Insurance and Financial Advisors (NAIFA).

Employment History
Current Registrations
Creativeone Securities, LLCBroker
April 2021 - Present · 5 yrs 6 mos
Creativeone Securities, LLC
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2020 - April 2021 · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
February 2020 - April 2021 · 1 yr 2 mos
Ameriprise Financial Services, LLCBroker
January 2017 - February 2020 · 3 yrs 1 mo
Ameriprise Financial Services, LLC.
January 2017 - February 2020 · 3 yrs 1 mo
Allstate Financial Advisors, LLC
January 2015 - January 2017 · 2 yrs
Allstate Financial Services, LLCBroker
January 2015 - January 2017 · 2 yrs
Eagle Strategies LLC
December 2008 - December 2014 · 6 yrs
Nylife Securities LLCBroker
May 2003 - December 2014 · 11 yrs 7 mos
State Registrations7 states
ARFLGAIAKSMONE
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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