Brannon Wilds
Brannon Wilds is a registered investment advisor at Creativeone Securities, LLC, based in Manhattan, KS, with 14 years of industry experience. Brannon 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
3244 Gary Ave, Suite 130, Manhattan, KS, 66503
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brannon is a senior partner at Foote Financial Group, Inc. where he focuses on fixed insurance sales and related administrative duties, taking nearly full-time. He also serves as Vice Chair of the Elder Board at TRU Community Church, spending about a third of his time, and has several other business activities including tax preparation and real estate rentals.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Securities, LLC
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Equitrust Marketing Services, LLCBroker
State Registrations9 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.
Exams
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