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Charles Randall Steele

Creativeone Securities, LLC

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About Charles Randall Steele

Charles Steele is an investment advisor representative with Creativeone Securities, LLC. Charles is registered with FINRA and has been in the financial industry since December 2007. Charles has a Series 7, 6, 63, and 24 licenses. Charles specializes in providing financial planning services, as well as portfolio management for individuals and selecting other advisors. Charles has worked at several firms in the past, including Securities America, Inc. and American General Securities Incorporated.

Firm Information

Charles Steele 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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Charles Steele’s Registration & Firm History

FL

02/28/2024 - Present

Creativeone Securities, LLC (Melbourne FL)

OH

10/25/2006 - 12/15/2009

SECURITIES AMERICA, INC. (SPRINGBORO OH)

OH

10/01/2002 - 11/01/2006

AMERICAN GENERAL SECURITIES INCORPORATED (SPRINGBORO OH)

TX

09/20/1993 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

IA

Issued 10/26/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/1999

Series 24 - General Securities Principal Examination

BC

Issued 04/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/07/2023

SIE - Securities Industry Essentials Examination

BC

Issued 04/16/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/17/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Randall Steele.
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