linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jill Angela Schroeder

Creativeone Securities, LLC

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

About Jill Angela Schroeder

Jill Angela Schroeder is a financial advisor with Creativeone Securities, LLC. Jill has been in the industry since 2001. Jill works in Findlay, Ohio. Jill has her Series 6 and SIE licenses. Jill is affiliated with Creativeone Securities, LLC and has previously worked at CROWN CAPITAL SECURITIES, L.P., SECURITIES SERVICE NETWORK, INC., INVESTACORP, INC., AMERICAN GENERAL SECURITIES INCORPORATED and FRANKLIN FINANCIAL SERVICES CORPORATION.

Firm Information

Jill Schroeder 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.

Jill Schroeder’s Registration & Firm History

OH

10/20/2020 - Present

Creativeone Securities, LLC (Findlay OH)

OH

05/10/2013 - 10/26/2020

CROWN CAPITAL SECURITIES, L.P. (FINDLAY OH)

AZ

11/08/2011 - 05/01/2013

SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)

OH

02/23/2007 - 11/08/2011

INVESTACORP, INC. (FINDLAY OH)

OH

10/01/2002 - 02/23/2007

AMERICAN GENERAL SECURITIES INCORPORATED (FINDLAY OH)

TX

11/14/2001 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

Not sure if Jill Angela Schroeder is right for you?

Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jill Angela Schroeder.
Not sure if Jill Angela Schroeder is right for you?