linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Eric Evan Everson

Creativeone Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Eric? Claim Your Profile

About Eric Evan Everson

Eric Everson is a financial advisor with Creativeone Securities, LLC in Overland Park, KS. Eric has been in the financial services industry since 1997. Eric is also a President/Co-owner of Everson Envestments & Estate Planning/Everson Tax & Financial Services, Inc., an independent insurance agency. He is also an advisor for Associates Group and Associates Financial Group. Eric specializes in Financial Planning and Portfolio Management for Individuals.

Firm Information

Eric Everson 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Eric Everson’s Registration & Firm History

KS

07/18/2019 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

MO

02/05/2007 - 07/18/2019

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (GRAVOIS MILLS MO)

MO

01/03/2006 - 08/02/2006

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (GRAVOIS MILLS MO)

CT

01/01/2004 - 12/31/2005

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

IA

11/17/2003 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

CA

07/17/2002 - 11/14/2003

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

CA

02/11/1997 - 07/02/2002

LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)

Not sure if Eric Evan Everson is right for you?

Licenses & Designations

BC

Issued 01/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/03/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Eric Evan Everson. Review regulatory record here.
Not sure if Eric Evan Everson is right for you?