Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clayton? Claim Your ProfileClayton Douglas Turner is a financial advisor who has been in the industry since December 2005. Clayton is currently registered with Creativeone Wealth, LLC and has previously worked with MSI Financial Services, Inc., Metropolitan Life Insurance Company, and MML Investors Services, LLC. Clayton is also registered as an investment advisor representative in Kansas and Texas. Clayton holds the Series 6, 7, 63, 65, and SIE licenses and is a Chartered Financial Consultant. Clayton's areas of specialization include financial planning, portfolio management for individuals and investment companies, publication of periodicals, selection of other advisors, and educational seminars. Clayton is also a board member for the Wilshire Ridge HOA.
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
09/09/2020 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
KS
03/25/2017 - 12/11/2019
MML INVESTORS SERVICES, LLC (Overland Park KS)
KS
12/19/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
12/19/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OVERLAND PARK KS)
IA
Issued 09/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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