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David Thomas Zofness

Creativeone Securities, LLC

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About David Thomas Zofness

David Thomas Zofness is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Creativeone Securities, LLC, and is a Chartered Financial Consultant. David has a broad range of experience in financial planning, investment management, and insurance products. David is dedicated to providing personalized financial advice to help clients reach their financial goals.

Firm Information

David Zofness 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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David Zofness’s Registration & Firm History

MO

05/25/2017 - Present

Creativeone Securities, LLC (St. Louis MO)

MO

07/08/1999 - 12/31/2016

AMERITAS INVESTMENT CORP. (CHESTERFIELD MO)

CA

01/02/1992 - 07/09/1999

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

NY

03/23/1990 - 12/31/1991

FAHNESTOCK & CO., INC. (NEW YORK NY)

MO

07/09/1987 - 03/23/1990

B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)

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Licenses & Designations

IA

Issued 05/24/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/17/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/05/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/1989

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/08/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Thomas Zofness.
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