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Christopher Kurt Lutzel

Creativeone Securities, LLC

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About Christopher Kurt Lutzel

Christopher Lutzel is a registered representative of Creativeone Securities, LLC and has been in the securities industry since 1998. Christopher is a licensed securities professional holding Series 7, 63 and 65 licenses. He has over 24 years of experience in the financial services industry and is dedicated to providing clients with personalized financial advice and investment management services. Christopher has worked with several firms in the past including Royal Alliance Associates, Inc., Sagepoint Financial, Inc., and Sentra Securities Corporation.

Firm Information

Christopher Lutzel 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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Christopher Lutzel’s Registration & Firm History

AZ

11/05/2012 - Present

Creativeone Securities, LLC (SCOTTSDALE AZ)

AZ

07/10/2009 - 12/14/2010

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

02/04/2009 - 07/09/2009

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

10/31/2005 - 07/09/2009

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

AZ

07/05/2005 - 10/31/2005

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

AZ

10/21/2004 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MI

05/05/2004 - 10/19/2004

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

TX

10/03/2003 - 04/28/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

CA

04/08/2002 - 08/13/2003

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

NY

06/25/1999 - 04/17/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

03/25/1996 - 05/18/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 02/05/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Kurt Lutzel.
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