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Roger Lyle Gamble

Creativeone Securities, LLC

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About Roger Lyle Gamble

Roger Gamble is a financial advisor associated with Creativeone Securities, LLC. Roger has been in the industry since December 20, 1988. Roger is registered with the state of Nebraska as an Investment Advisor Representative. Roger is also registered with the state of Nebraska as a Broker. Roger is a member of Seward County BNI and Stock Ticker Properties, LLC.

Firm Information

Roger Gamble 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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Roger Gamble’s Registration & Firm History

NE

12/14/2017 - Present

Creativeone Securities, LLC (Seward NE)

NE

07/25/2016 - 12/14/2017

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Seward NE)

NE

04/28/1998 - 07/22/2016

VSR FINANCIAL SERVICES, INC. (SEWARD NE)

NE

04/02/1992 - 05/05/1998

INVESTORS FIRST SECURITIES, LTD. (OMAHA NE)

MN

07/18/1991 - 03/30/1992

FORTIS INVESTORS, INC. (OAKDALE MN)

NA

12/16/1988 - 07/20/1989

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

WI

09/01/1988 - 12/13/1988

ISFA CORPORATION (APPLETON WI)

NA

10/23/1986 - 07/05/1988

PAINEWEBBER INCORPORATED

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Licenses & Designations

IA

Issued 08/21/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/23/1993

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/1986

Series 3 - National Commodity Futures Examination

BC

Issued 10/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Roger Lyle Gamble. Review regulatory record here.
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