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William Melvin Thomas

Creativeone Securities, LLC

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About William Melvin Thomas

William Melvin Thomas is a financial professional with over 30 years of experience in the securities industry. William has a strong background in helping clients with their financial planning needs, offering portfolio management for individuals, and providing financial advice. He is also a Registered Representative of Creativeone Securities, LLC and has a Series 7, 6, and 63 license.

Firm Information

William Thomas 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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William Thomas’s Registration & Firm History

WV

03/08/2016 - Present

Creativeone Securities, LLC (Buckhannon WV)

WV

01/14/2016 - 02/22/2016

SAGEPOINT FINANCIAL, INC. (BUCKHANNON WV)

WV

08/06/2014 - 01/13/2016

SAGEPOINT FINANCIAL, INC. (BUCKHANNON WV)

OH

06/21/1994 - 08/18/2014

METLIFE SECURITIES INC. (DUBLIN OH)

WV

06/21/1994 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (BUCKHANNON WV)

IL

02/10/1994 - 05/26/1994

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NA

03/07/1990 - 02/22/1994

METLIFE SECURITIES INC.

NA

03/07/1990 - 02/22/1994

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BC

Issued 09/28/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Melvin Thomas.
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