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David William Raetz

Creativeone Securities, LLC

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About David William Raetz

David William Raetz is a financial advisor at Creativeone Securities, LLC in Overland Park, KS. David has been in the financial services industry since 2010. David is a registered representative of Creativeone Securities, LLC, and is also registered as an investment advisor representative in Kansas. David has passed the Series 6, Series 63, Series 65, and SIE exams. David specializes in providing financial planning and portfolio management services to individuals and families. David's previous experience includes working as a financial advisor for Sunset Financial Services, Inc.

Firm Information

David Raetz 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 Raetz’s Registration & Firm History

KS

09/28/2013 - Present

Creativeone Securities, LLC (Overland Park KS)

KS

09/27/2010 - 12/10/2012

SUNSET FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 09/28/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/05/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/25/2010

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 William Raetz.
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