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Aaron Kenneth Wheeler

Creativeone Securities, LLC

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About Aaron Kenneth Wheeler

Aaron Wheeler is a financial advisor at Creativeone Securities, LLC. Aaron is registered to provide investment advice and securities transactions in the state of Illinois. Aaron has been in the financial industry since 2004 and has a strong background in financial planning and portfolio management. Aaron has a Series 6, Series 63, and Series 65 licenses. Aaron works with individuals, high-net-worth individuals, pension and profit sharing plans and corporations or other businesses. Aaron can provide financial planning, selection of other advisors and portfolio management for individuals.

Firm Information

Aaron Wheeler is currently registered with Creativeone Securities, LLC. Creativeone Securities, LLC is a Limited Liability Company formed in December 2009, based in Overland Park, Kansas. The firm is registered with the SEC and in all 50 states and has approximately 1.7 billion dollars under management. The firm provides investment advice, financial planning, and portfolio management for individuals, corporations, and pension plans. Creativeone Securities, LLC also offers a wrap fee program.
Creativeone Securities, LLC

6330 SPRINT PARKWAY, SUITE 400

OVERLAND PARK, KS 66211

$1.72B

Assets Under Management

47

Total Clients

161

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Wheeler’s Registration & Firm History

KS

08/09/2024 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

IL

01/03/2003 - 12/07/2022

COUNTRY CAPITAL MANAGEMENT COMPANY (MAHOMET IL)

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Licenses & Designations

IA

Issued 08/21/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/06/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/02/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Aaron Kenneth Wheeler.
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