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ChFC
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ChFC

Brian Harrold

Creativeone Securities, LLC
22 Years of Experience
Overland Park, KS
1 DisclosureBrokerSells Insurance
View SEC Summary
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Brian Harrold is a ChFC-designated 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

10801 Mastin Boulevard, Suite 150, 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
March 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is an independent insurance agent selling various insurance products and fixed annuities, dedicating a few hours per week. He also works nearly full-time as a financial planner for CreativeOne Wealth and owns a residential rental property, spending minimal time on its management.

Employment History
Current Registrations
Creativeone Securities, LLCBroker
September 2018 - Present · 8 yrs 1 mo
Creativeone Wealth, LLC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
MML Investors Services, LLC
March 2017 - September 2018 · 1 yr 6 mos
MML Investors Services, LLCBroker
March 2017 - September 2018 · 1 yr 6 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
February 2010 - January 2015 · 4 yrs 11 mos
New England SecuritiesBroker
February 2010 - January 2015 · 4 yrs 11 mos
Ameriprise Financial Services, INC.
June 2004 - February 2010 · 5 yrs 8 mos
Ameriprise Financial Services, INC.Broker
May 2004 - February 2010 · 5 yrs 9 mos
Ids Life Insurance CompanyBroker
May 2004 - July 2006 · 2 yrs 2 mos
State Registrations12 states
AZCACOIAKSMDMONEOHSDTXUT
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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