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Richard Scott Robinson

Creativeone Securities, LLC

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About Richard Scott Robinson

Richard Robinson is a financial advisor who has been active in the industry since 1997. Richard is currently registered with Creativeone Securities, LLC, and has previously been registered with LPL Financial LLC, MML Investors Services, Inc. and Signator Investors, Inc.. Richard is licensed in 20 states and holds Series 6, 63, 65, 26 and SIE licenses. Richard has a strong background in financial planning and portfolio management, and is committed to providing personalized service to each of their clients. Richard is also a member of the National Association of Personal Financial Advisors.

Firm Information

Richard Robinson 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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Richard Robinson’s Registration & Firm History

IN

04/16/2014 - Present

Creativeone Securities, LLC (New Carlisle IN)

IN

08/03/2005 - 05/02/2014

LPL FINANCIAL LLC (NEW CARLISLE IN)

MA

08/29/2001 - 08/09/2005

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

MA

05/13/1997 - 07/31/2001

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 12/28/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/28/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Richard Scott Robinson. Review regulatory record here.
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