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Patrick Arthur Rice

Creativeone Securities, LLC

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About Patrick Arthur Rice

Patrick Rice is a financial advisor with Creativeone Securities, LLC in Overland Park, Kansas. Patrick has been in the industry since 2009 and has experience with a variety of financial products and services. Patrick is registered with FINRA and the state of Kansas. Patrick has earned the Series 6, Series 7, and Series 63 licenses, and has a focus on providing financial advice to individuals and families. Prior to joining Creativeone Securities, LLC, Patrick worked for LPL Financial LLC, American Century Investment Services Inc. and American Century Brokerage, Inc..

Firm Information

Patrick Rice 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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Patrick Rice’s Registration & Firm History

KS

06/16/2015 - Present

Creativeone Securities, LLC (OVERLAND PARK KS)

KS

05/20/2014 - 06/25/2015

LPL FINANCIAL LLC (OVERLAND PARK KS)

MO

11/10/2008 - 07/10/2013

AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)

MO

01/04/2011 - 12/31/2012

AMERICAN CENTURY BROKERAGE, INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 11/14/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/2010

Series 7 - General Securities Representative Examination

BC

Issued 11/07/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick Arthur Rice. Review regulatory record here.
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