Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian William Harrold has been in the financial services industry since 2004. Brian is currently registered with Creativeone Wealth, LLC in Overland Park, Kansas and has been with the firm since September 24, 2018. Brian holds the Series 66, Series 7 and SIE exams. Brian is also a Chartered Financial Consultant. Brian has been registered with a number of other firms in the past, including MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Ameriprise Financial Services, Inc. and IDS Life Insurance Company.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
09/24/2018 - Present
Creativeone Wealth, LLC (Overland Park KS)
KS
03/25/2017 - 09/27/2018
MML INVESTORS SERVICES, LLC (Overland Park KS)
KS
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
02/05/2010 - 01/02/2015
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
KS
05/11/2004 - 02/04/2010
AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
MN
05/11/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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