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Matthew Scott Dowland

Creativeone Securities, LLC

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About Matthew Scott Dowland

Matthew Scott Dowland is a financial advisor at Creativeone Securities, LLC. Matthew has been in the industry since 2007 and is licensed to sell securities in Florida and Illinois. Matthew has passed the Series 6, Series 63, and SIE exams. Matthew has been with Creativeone Securities, LLC since 2017. Prior to joining Creativeone Securities, LLC, Matthew was employed by Oak Grove Investment Services, Inc., J.W. Cole Financial, Inc., and Woodbury Financial Services, Inc.

Firm Information

Matthew Dowland 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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Matthew Dowland’s Registration & Firm History

IL

01/23/2017 - Present

Creativeone Securities, LLC (Carlinville IL)

IL

03/23/2015 - 12/31/2016

OAK GROVE INVESTMENT SERVICES, INC. (Carlinville IL)

IL

01/06/2012 - 03/09/2015

J.W. COLE FINANCIAL, INC. (CARLINVILLE IL)

IL

11/07/2007 - 12/31/2011

WOODBURY FINANCIAL SERVICES, INC. (CARLINVILLE IL)

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Licenses & Designations

BC

Issued 01/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Scott Dowland.
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