Andrew Paul Congleton

Creativeone Securities, LLC

16 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Creativeone Securities, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

145 advisors

Number of Clients

11,317 clients

Average Client Portfolio

$188K average

Assets Under Management

$2.1B

Fee Structure

Minimum Investment:$25K

Location

7400 W 130th Street, Suite 130B, Overland Park, KS, 66213

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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.

Other Business ActivitiesSells Insurance

Andrew is a part owner of RCCH, LLC (commercial real estate) and Heritage Planning LLC (financial advisory practice), and an investor in Advanced Medical Imaging, LLC and Date Night, LLC. He is also a financial advisor at Changepath, LLC (full-time) and owns Congleton Advisory Services, LLC, an entity for RIA income (nearly full-time), and sells fixed insurance products (minimal time).