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Shanon Grundland

Creativeone Securities, LLC

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About Shanon Grundland

Shanon Grundland is a registered representative with Creativeone Securities, LLC in Overland Park, Kansas. Shanon has been in the securities industry since 2000 and has been with Creativeone Securities, LLC since 2012. Prior to that, Shanon worked at SUNSET FINANCIAL SERVICES, INC., METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, CAPITAL BROKERAGE CORPORATION and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Shanon holds a Series 7, Series 63, and Series 66 license. Shanon specializes in portfolio management for individuals, financial planning, and selection of other advisors. Shanon also provides insurance services through Associates Group of Companies/Insurance.

Firm Information

Shanon Grundland 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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Shanon Grundland’s Registration & Firm History

KS

12/18/2012 - Present

Creativeone Securities, LLC (Overland Park KS)

CO

03/04/2005 - 12/10/2012

SUNSET FINANCIAL SERVICES, INC. (AURORA CO)

MA

12/03/2002 - 03/03/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/03/2002 - 03/03/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

VA

05/16/2002 - 09/24/2002

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

NY

12/19/2000 - 05/09/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/25/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shanon Grundland.
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