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Brian Brechler

Creativeone Securities, LLC
22 Years of Experience
Overland Park, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Brechler is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 22 years of industry experience. Brian 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

8900 Indian Creek Parkway #220, Overland Park, KS, 66210

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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
May 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is a 50% owner of Direct Wealth Advisors, involved with fixed and index insurance, dedicating about a quarter of his time. He also has a small ownership stake in Union Broadcasting, a radio station, requiring minimal time, and works as an advisor for ChangePath RIA, spending about half his time there.

Employment History
Current Registrations
Creativeone Securities, LLCBroker
December 2019 - Present · 6 yrs 10 mos
Creativeone Wealth, LLC
December 2019 - Present · 6 yrs 10 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - December 2019 · 2 yrs 9 mos
MML Investors Services, LLC
March 2017 - December 2019 · 2 yrs 9 mos
Msi Financial Services, INC.
February 2005 - March 2017 · 12 yrs 1 mo
Msi Financial Services, INC.Broker
February 2004 - March 2017 · 13 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
February 2004 - July 2007 · 3 yrs 5 mos
State Registrations5 states
FLIAKSMOTX
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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