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Curtis Wayne Carpenter

Creativeone Securities, LLC

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About Curtis Wayne Carpenter

Curtis Carpenter is a financial professional with over 30 years of experience in the industry. Curtis currently holds Series 6 and SIE licenses and is registered with Creativeone Securities, LLC. Curtis has a strong track record of providing financial advice and portfolio management services to both individuals and businesses. With his expertise in financial planning and portfolio management, Curtis strives to help his clients achieve their financial goals.

Firm Information

Curtis Carpenter 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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Curtis Carpenter’s Registration & Firm History

IA

10/20/2017 - Present

Creativeone Securities, LLC (West Des Moines IA)

IA

09/01/2016 - 10/26/2017

SUMMIT BROKERAGE SERVICES, INC. (WEST DES MOINES IA)

IA

10/04/2002 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (WEST DES MOINES IA)

MO

03/29/1999 - 10/11/2002

FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)

IA

04/16/1997 - 03/29/1999

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

06/25/1992 - 04/15/1997

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 06/23/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Curtis Wayne Carpenter. Review regulatory record here.
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