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Joel Mutuku

Creativeone Securities, LLC

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About Joel Mutuku

Joel Mutuku is a Registered Representative and Investment Advisor Representative with Creativeone Securities, LLC. Joel is licensed in Kansas and Missouri. Joel has been in the securities industry since 2007. Joel has held previous positions at Broker Dealer Financial Services Corp. and Waddell & Reed, Inc. Creativeone Securities, LLC provides financial planning and portfolio management services for individuals and businesses.

Firm Information

Joel Mutuku 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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Joel Mutuku’s Registration & Firm History

KS

06/19/2019 - Present

Creativeone Securities, LLC (Overland Park KS)

KS

01/28/2009 - 04/01/2011

BROKER DEALER FINANCIAL SERVICES CORP. (LEAWOOD KS)

KS

10/08/2007 - 11/20/2008

WADDELL & REED, INC. (OVERLAND PARK KS)

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Licenses & Designations

BOTH

Issued 10/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/22/2013

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 10/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joel Mutuku.
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