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Thomas Charles Weber

Creativeone Securities, LLC

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About Thomas Charles Weber

Thomas Weber is a financial advisor with Creativeone Securities, LLC. Thomas has been in the financial services industry since 1999 and holds the Series 6 and Series 63 licenses. Thomas has experience with several firms including Crown Capital Securities, L.P., Securities Service Network, Inc., Investcorp, Inc., American General Securities Incorporated, and Franklin Financial Services Corporation. Thomas specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors.

Firm Information

Thomas Weber 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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Thomas Weber’s Registration & Firm History

OH

10/20/2020 - Present

Creativeone Securities, LLC (Findlay OH)

OH

05/10/2013 - 10/27/2020

CROWN CAPITAL SECURITIES, L.P. (FINDLAY OH)

AZ

11/08/2011 - 05/01/2013

SECURITIES SERVICE NETWORK, INC. (SCOTTSDALE AZ)

OH

02/23/2007 - 11/08/2011

INVESTACORP, INC. (FINDLAY OH)

OH

10/01/2002 - 02/23/2007

AMERICAN GENERAL SECURITIES INCORPORATED (FINDLAY OH)

TX

05/26/1999 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/17/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Charles Weber.
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