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Daniel James Rundahl

Creativeone Securities, LLC

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About Daniel James Rundahl

Daniel James Rundahl is a financial advisor with Creativeone Securities, LLC. Daniel has been in the financial services industry since January 2009 and has a strong background in investment management and financial planning. He holds the Series 66, Series 7 and SIE licenses and is registered in Iowa and Wisconsin. In addition to his role at Creativeone Securities, LLC, Daniel is also the owner and agent of Rundahl Financial Consultants, LLC, where he provides insurance and investment services. Daniel has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Daniel Rundahl 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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Daniel Rundahl’s Registration & Firm History

IA

09/13/2024 - Present

Creativeone Securities, LLC (Clive IA)

IA

01/16/2018 - 07/02/2024

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Johnston IA)

IA

09/15/2008 - 09/06/2017

THRIVENT INVESTMENT MANAGEMENT INC. (JOHNSTON IA)

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Licenses & Designations

BOTH

Issued 09/25/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel James Rundahl. Review regulatory record here.
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