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Karen Marie Zicht

Creativeone Securities, LLC

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About Karen Marie Zicht

Karen Zicht is a financial advisor who has been in the industry since 2009. Karen is currently registered with CreativeOne Securities, LLC and is licensed to provide financial advice in Florida, Kansas, Louisiana, New York, Ohio, Texas, and Virginia. Karen has a background in insurance sales and has held positions with various companies including Transamerica Financial Advisors, Inc., World Financial Group, Inc., Publix Supermarkets, Ziad Jabara CPA, P.A., and US Health Advisors. Karen is committed to providing personalized financial advice and services to her clients.

Firm Information

Karen Zicht 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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Karen Zicht’s Registration & Firm History

KS

01/11/2024 - Present

Creativeone Securities, LLC (Wichita KS)

OK

04/04/2014 - 12/31/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (STILLWATER OK)

FL

01/07/2011 - 04/07/2014

LPL FINANCIAL LLC (TAMPA FL)

FL

02/06/2009 - 01/11/2011

AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 02/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Karen Marie Zicht. Review regulatory record here.
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