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Dennis James Mattern

Creativeone Securities, LLC

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About Dennis James Mattern

Dennis James Mattern is a financial advisor at Creativeone Securities, LLC in Overland Park, Kansas. Dennis has been working in the financial industry since 2000. Dennis has a Series 6, 7, and 66 licenses as well as the SIE exam. Dennis is a member of FINRA. Dennis also provides financial advisory services for Creativeone, an annuity and life insurance marketing company. Dennis works with high net worth individuals, insurance companies, corporations and pension and profit sharing plans.

Firm Information

Dennis Mattern 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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Dennis Mattern’s Registration & Firm History

KS

03/31/2014 - Present

Creativeone Securities, LLC (Overland Park KS)

KS

10/13/2008 - 02/05/2014

WELLS FARGO ADVISORS, LLC (LAWRENCE KS)

MN

09/14/2000 - 07/13/2005

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 10/24/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2008

Series 7 - General Securities Representative Examination

BC

Issued 09/13/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dennis James Mattern.
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