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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
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 Registrations5 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.