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Thomas Erwin Munker

Creativeone Securities, LLC

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About Thomas Erwin Munker

Thomas Erwin Munker is an active investment advisor representative. Thomas has been in the industry since 1997 and is currently registered with Creativeone Securities, LLC. Thomas has also been registered with LPL FINANCIAL LLC, WOODBURY FINANCIAL SERVICES, INC., and THE O.N. EQUITY SALES COMPANY in the past. Thomas holds Series 6, 63, and 65 securities licenses. Thomas is a registered representative of Creativeone Securities, LLC in Kansas and Alabama.

Firm Information

Thomas Munker 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 Munker’s Registration & Firm History

KS

12/28/2015 - Present

Creativeone Securities, LLC (TOPEKA KS)

KS

05/20/2008 - 01/12/2016

LPL FINANCIAL LLC (TOPEKA KS)

KS

08/23/2005 - 05/20/2008

WOODBURY FINANCIAL SERVICES, INC. (TOPEKA KS)

OH

03/17/2003 - 08/22/2005

THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)

MN

05/28/1997 - 03/31/2003

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

IA

Issued 05/11/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Thomas Erwin Munker. Review regulatory record here.
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