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Allison Ryan

Creativeone Securities, LLC
20 Years of Experience
Overland Park, KS
BrokerSells Insurance
View SEC Summary
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Allison Ryan is a registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 20 years of industry experience. Allison 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

6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Allison is an employee of Creative Marketing International Corp., a fixed insurance marketing organization.

Employment History
Current Registrations
Creativeone Securities, LLC
February 2011 - Present · 15 yrs 8 mos
Creativeone Securities, LLCBroker
December 2010 - Present · 15 yrs 10 mos
Previous Registrations
Investment Advisors CORP
January 2010 - December 2010 · 11 mos
Broker Dealer Financial Services CORP.Broker
February 2007 - December 2010 · 3 yrs 10 mos
Sii Investments, INC.Broker
May 2006 - March 2007 · 10 mos
National Pension & Group Consultants, INCBroker
October 2005 - April 2006 · 6 mos
State Registrations2 states
KSMO
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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