Creativeone Securities, LLC

• A percentage of assets under your management
• Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

The brochure lists different fees for different services or strategies. See the firm's brochure (dated May 27, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$2,541,181,202 as of October 2026, filing dated September 25, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)

Also doing business as

ADVANCE FINANCIAL SERVICES, LLC, AFFINITY ASSET MANAGEMENT, AMBROSE FINANCIAL & INSURANCE SERVICES, LLC, AMERICA'S RETIREMENT ADVISORY GROUP, ANGELOS ADVISORY GROUP, LLC, ASSOCIATES GROUP OF COMPANIES, ATLANTIC COAST ADVISORY GROUP, BAACKE INSURANCE SERVICES, INC., BARBER LACKEY FINANCIAL GROUP, LLC, BELLUE & ASSOCIATES, BENCHMARK FINANCIAL GROUP, CARSTENS FINANCIAL GROUP, CARTIER FINANCIAL, CLC FINANCIAL SERVICES, LLC, CLEARLY CRYSTAL INSURANCE SERVICES, COOK FINANCIAL GROUP, CREATIVEWEALTH KANSAS CITY, DS DRELICH WEALTH MANAGEMENT, ETA FINANCIAL SERVICES, FINANCIAL CHOREOGRAPHY LLC, FINANCIAL SOLUTIONS GROUP, LLC, FOOTE FINANCIAL GROUP, FUNDS MANAGEMENT, INC., GRAND CANYON PLANNING, GREER FINANCIAL SOLUTIONS, LLC, HARVEST FINANCIAL GROUP, HAYDENROCK FINANCIAL, LLC, INTEGRITY INVESTMENTS, INC, IWM FINANCIAL, INC, JENKINS & ASSOCIATES, JUDY FINANCIAL GROUP, INC, KAIZEN FINANCIAL GROUP, KEYSTONE ASSET MANAGEMENT (KEYAMS), LIFETIME FINANCIAL PLANNING, LLP FINANCIAL SERVICES, LUND FINANCIAL MANAGEMENT, MG NASH FINANCIAL SOLUTIONS, INC, MIKE AXTON & ASSOCIATES, MIKE KLOBERDANZ, CHFC, LUTCF & ASSOCIATES, MONK FINANCIAL ADVISORS, MWI, NEST BENEFITS, NORTH COUNTY FINANCIAL ASSOCIATES, NUTTER WEALTH MANAGEMENT, PRAIRIELAND INSURANCE GROUP, LLC, QUANTUM ASSET MANAGEMENT, RASBERRY FINANCIAL SERVICES, RETIREMENT DEFENDERS, RG INVESTMENTS, ROBINSON FINANCIAL, RSL FINANCIAL MANAGEMENT, RUNDAHL FINANCIAL CONSULTANTS, RZA WEALTH MANAGEMENT, SABATKA FINANCIAL ADVISORY SERVICE, INC., SAWYER WEALTH MANAGEMENT, SECURE FINANCIAL SERVICES, INC, THE NORTHEASTERN GROUP, THOMAS FINANCIAL, UPSTATE WEALTH MANAGEMENT, VJH CONCIERGE FINANCIAL PLANNING, VOYAGE FINANCIAL PARTNERS, WALLSTREET GROUP ADVISORS, LLC, WESTERN LAKES FINANCIAL

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2013 (13 years)

Employees

Total: 196. Performing investment advisory functions: 123.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

24 other offices, as of the October 2026 filing

Bethesda, MDChanhassen, MNCincinnati, OHClive, IADingmans Ferry, PAExton, PAGreen Bay, WIGreenwood Village, COJacksonville, FLJefferson City, MOKnoxville, TNLa Crosse, WILaurel, MSManhattan, KSOverland Park, KSOwings Mills, MDRantoul, ILScottsdale, AZSummerville, SCTemecula, CAThorofare, NJTopeka, KSTustin, CAWichita, KS

States registered or notice-filed

51 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

3 Reports 3 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Regulatory matters Items 11.C to 11.G

• 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
• 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
• 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $1,157,560,806 in the October 2021 data and $2,541,181,202 in the October 2026 data, up 120%.

Total employees: 146 in October 2021 and 196 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. June 2026
   • Updated its list of owners and control persons (Schedule A).
2. April 2026
   • No longer lists the business name Everson Tax & Financial Services.
   • No longer lists the business name Keystone Asset Management.
   • No longer lists the business name Cornerstone Financial.
   • No longer lists the business name Johnson Financial.
   • No longer lists the business name Munker Financial.
   • Added the business name Keystone Asset Management (keyams).
   • Added the business name Clearly Crystal Insurance Services.
   • Added the business name Barber Lackey Financial Group, LLC.
   • Added the business name Advance Financial Services, LLC.
   • Added the business name Angelos Advisory Group, LLC.
   • Employees performing advisory functions went from 131 to 123.
   • Regulatory assets under management went from $2,125,054,242 to $2,541,181,202 (+20%).
   • Changed its office addresses in Overland Park, KS.
   • Changed its office addresses in Topeka, KS.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.