BB
BB

Brian Wayne Baacke

7 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
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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

Brian is the Agent/President of Baacke Insurance Services, Inc., selling various insurance products and managing a 401k program for Associates Group. He also owns Geras Investments Inc., renting office space to Baacke Insurance Services, and teaches financial education classes for Financial Education Partnership. The insurance business takes nearly full-time hours.

Employment History
Current Registrations
Creativeone Securities, LLCBroker
October 2018 - Present · 7 yrs 4 mos
Creativeone Securities, LLC
October 2018 - Present · 7 yrs 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Wayne Baacke - Financial Advisor | TrueAdvisor