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Brian Baacke

Creativeone Securities, LLC
8 Years of Experience
Sarasota, FL
BrokerSells Insurance
View SEC Summary
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Brian Baacke is a registered investment advisor at Creativeone Securities, LLC, based in Sarasota, FL, with 8 years of industry experience. Brian 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.

Creativeone Securities, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
152 advisors
Number of Clients
12,485 clients
Average Client Portfolio
$204K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

7261 Delainey Court, Sarasota, FL, 34240

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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 · 8 yrs
Creativeone Securities, LLC
October 2018 - Present · 8 yrs
State Registrations1 state
FL
AdvisorBrokerBoth

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
No exam information available for this advisor.
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