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Jacob Andrew Tyndall

Creativeone Securities, LLC

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About Jacob Andrew Tyndall

Jacob Tyndall is a financial advisor at CreativeOne Securities, LLC. Jacob is a licensed professional who has been in the financial services industry since 2003. Jacob holds a series of registrations and has experience providing a range of financial services.

Firm Information

Jacob Tyndall 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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Jacob Tyndall’s Registration & Firm History

KS

01/03/2019 - Present

Creativeone Securities, LLC (Overland Park KS)

KS

07/21/2011 - 11/19/2016

VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

KS

01/10/2011 - 06/03/2011

WADDELL & REED, INC. (OVERLAND PARK KS)

MO

09/12/2008 - 01/13/2011

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

01/14/2005 - 01/13/2011

AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)

MO

01/21/2004 - 11/02/2007

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

NJ

05/14/2003 - 12/19/2003

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 05/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/13/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Andrew Tyndall.
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