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James Vernon Regier

Creativeone Securities, LLC

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About James Vernon Regier

James Vernon Regier is a financial advisor with over 20 years of experience in the industry. James is currently registered with Creativeone Securities, LLC and has been with the firm since July 2021. Previously, James worked at Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., and VSR Financial Services, Inc. James specializes in portfolio management for individuals and businesses, and provides financial planning services. James is a registered representative and investment advisor representative and holds Series 66, Series 7 and SIE licenses.

Firm Information

James Regier 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 Regier’s Registration & Firm History

KS

07/01/2021 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

KS

09/20/2019 - 07/02/2021

CETERA ADVISOR NETWORKS LLC (TOPEKA KS)

KS

09/01/2016 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (TOPEKA KS)

KS

08/13/2002 - 11/02/2016

VSR FINANCIAL SERVICES, INC. (TOPEKA KS)

CT

01/24/2002 - 08/15/2002

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

BOTH

Issued 02/18/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Vernon Regier.
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