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Lanelle Danise Southard

Creativeone Securities, LLC

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About Lanelle Danise Southard

Lanelle Southard is a financial professional with over 20 years of experience in the industry. Lanelle is currently a Registered Representative with Creativeone Securities, LLC. Lanelle has a strong background in financial services and has held various positions at leading financial institutions. Lanelle specializes in providing financial advice and portfolio management services to both individuals and corporations. Lanelle holds several professional licenses and designations, including Series 7, Series 24, and Series 99. Lanelle is also a registered representative in Kansas and Missouri.

Firm Information

Lanelle Southard 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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Lanelle Southard’s Registration & Firm History

KS

04/01/2011 - Present

Creativeone Securities, LLC (Overland Park KS)

KS

02/20/2007 - 04/01/2011

BROKER DEALER FINANCIAL SERVICES CORP. (LEAWOOD KS)

KS

05/19/2003 - 03/01/2007

SII INVESTMENTS, INC. (OVERLAND PARK KS)

MN

04/24/2000 - 05/13/2003

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 05/18/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2006

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 04/19/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lanelle Danise Southard.
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