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Robert Dale Olvera

Creativeone Securities, LLC

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About Robert Dale Olvera

Robert Olvera is a registered representative with Creativeone Securities, LLC, specializing in providing financial planning and portfolio management services to individuals and businesses. Robert has been in the financial services industry since 2003 and has experience with a variety of firms, including Raymond James Financial Services, Inc., Ameriprise Financial Services, LLC and Allstate Financial Services, LLC. Robert holds Series 6, 7, 63 and 65 licenses and has earned the SIE designation. He is also a voting member of the board of the National Association of Insurance and Financial Advisors (NAIFA).

Firm Information

Robert Olvera 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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Robert Olvera’s Registration & Firm History

KS

04/27/2021 - Present

Creativeone Securities, LLC (OLATHE KS)

KS

02/20/2020 - 04/19/2021

RAYMOND JAMES FINANCIAL SERVICES, INC. (Overland Park KS)

KS

01/06/2017 - 02/26/2020

AMERIPRISE FINANCIAL SERVICES, LLC (Overland Park KS)

KS

01/15/2015 - 01/18/2017

ALLSTATE FINANCIAL SERVICES, LLC (OVERLAND PARK KS)

KS

05/19/2003 - 12/03/2014

NYLIFE SECURITIES LLC (OVERLAND PARK KS)

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Licenses & Designations

IA

Issued 12/10/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/20/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2016

Series 7 - General Securities Representative Examination

BC

Issued 05/16/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Dale Olvera. Review regulatory record here.
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