Travis Ford
Travis Ford is a registered investment advisor at Creativeone Securities, LLC, based in Jefferson City, MO, with 13 years of industry experience. Travis 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
1530 Rax Court, Jefferson City, MO, 65109
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Regulatory History (1)
Customer Dispute
August 2019Other Business ActivitiesSells Insurance
Travis owns a home improvement business, works as an insurance agent selling fixed insurance and annuities, and serves as secretary for the Missouri State Board of Accountancy. He also is a board member for the Missouri Insurance Education Foundation, co-trustee for a special needs trust, and a volunteer for AARP TaxAide.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
State Registrations6 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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