Jimmy Nash
Jimmy Nash is a ChFC-designated registered investment advisor at Creativeone Securities, LLC, based in Overland Park, KS, with 46 years of industry experience. Jimmy 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
6330 Sprint Parkway, Suite 400, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Jimmy is involved in several investment-related activities, including insurance sales (life, disability, medical, long-term care, fixed insurance, and annuities) through multiple entities. These activities, including sales, service, training, and management, take up a significant portion of Jimmy's time, potentially exceeding full-time hours when combined.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
First Heartland Capital, INC.Broker
First Heartland Consultants, INC.
Cetera Advisors LLCBroker
Cetera Advisors LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Carillon Investments, INC
Carillon Investments, INC.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Guardian Investor Services CorporationBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Guardian Investor Services CorporationBroker
Keogler, Morgan & Company, INC.Broker
Mony Securities CORP.Broker
Guardian Investor Services CorporationBroker
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
The Mutual Life Insurance Company of New YorkBroker
Mony Sales, INC.Broker
State Registrations4 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.