BW
BW

Bryan C Woodell

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Bryan works as an annuity sales business consultant for Creative One, an independent marketing organization, since September 2021. This is a full-time commitment, with most of his time spent during securities trading hours, wholesaling annuities to financial professionals.

Employment History
Current Registrations
Creativeone Securities, LLCBroker
October 2021 - Present · 4 yrs 4 mos
Creativeone Securities, LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
January 2021 - October 2021 · 9 mos
Hornor, Townsend & Kent, LLCBroker
October 2019 - October 2021 · 2 yrs
Brighthouse Securities, LLCBroker
March 2017 - October 2019 · 2 yrs 7 mos
Metlife Investors Distribution CompanyBroker
September 2015 - March 2017 · 1 yr 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.