linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Travis Robert Ford

Creativeone Securities, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Travis? Claim Your Profile

About Travis Robert Ford

Travis Robert Ford is a registered investment advisor representative with Creativeone Securities, LLC. Travis has been in the securities industry since January 14, 2013. Travis is registered in Iowa, Minnesota, Missouri and Texas. Travis is a licensed insurance agent and holds a Series 66, Series 7 and SIE exam. Travis is a co-trustee for a Special Needs Trust and is an active member of the Missouri State Board of Accountancy. Travis is a Board Member of the Missouri Insurance Education Foundation. Creativeone Securities, LLC provides portfolio management for individuals, financial planning and selection of other advisors. The firm has offices in Jefferson City, Missouri and Overland Park, Kansas.

Firm Information

Travis Ford 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Travis Ford’s Registration & Firm History

MO

03/04/2013 - Present

Creativeone Securities, LLC (JEFFERSON CITY MO)

Not sure if Travis Robert Ford is right for you?

Licenses & Designations

BOTH

Issued 03/01/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Travis Robert Ford. Review regulatory record here.
Not sure if Travis Robert Ford is right for you?