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Christine Mary Truttmann

Creativeone Securities, LLC

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About Christine Mary Truttmann

Christine Mary Truttmann is a registered representative with Creativeone Securities, LLC. Christine Mary Truttmann has been in the industry since 1998. Christine Mary Truttmann is also registered as an investment advisor representative in Wisconsin. Christine Mary Truttmann has experience providing financial planning, portfolio management for individuals, and selection of other advisers. Christine Mary Truttmann is also associated with Viridiam, LLC; Bellue & Associates, Inc; and the Green Bay Estate Planning Forum. Christine Mary Truttmann is located in Overland Park, Kansas.

Firm Information

Christine Truttmann 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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Christine Truttmann’s Registration & Firm History

KS

01/31/2024 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

IL

05/28/1998 - 05/18/2001

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

IA

Issued 09/26/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/26/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Mary Truttmann.
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