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James Daniel Rasberry

Creativeone Securities, LLC

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About James Daniel Rasberry

James Daniel Rasberry is an investment advisor representative at Creativeone Securities, LLC, which is headquartered in Overland Park, Kansas. James has been in the financial services industry since 2003. James is registered with the following securities regulators: Alabama, Florida, Iowa, Louisiana, Mississippi, North Carolina, Ohio, Tennessee, Texas, and Virginia. James also has registrations with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). James specializes in offering financial planning services, portfolio management for individuals, and selection of other advisors.

Firm Information

James Rasberry 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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James Rasberry’s Registration & Firm History

KS

01/16/2024 - Present

Creativeone Securities, LLC (Overland Park KS)

MS

01/23/2009 - 12/31/2016

AMERITAS INVESTMENT CORP. (LAUREL MS)

MS

01/01/2004 - 12/31/2008

ING FINANCIAL PARTNERS, INC. (LAUREL MS)

IA

08/01/2003 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 08/28/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2008

Series 7 - General Securities Representative Examination

BC

Issued 07/31/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Daniel Rasberry.
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