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Cole Thomas Mertens

Creativeone Securities, LLC

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About Cole Thomas Mertens

Cole Mertens is a financial advisor registered with Creativeone Securities, LLC. Cole has been working in the financial services industry for over 3 years and has a Series 7, Series 66, and SIE license. Cole currently holds active registrations in Indiana, Iowa, Kansas, and Missouri.

Firm Information

Cole Mertens 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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Cole Mertens’s Registration & Firm History

KS

04/19/2021 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 04/16/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 02/22/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cole Thomas Mertens.
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