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JL

Joseph D. Lauritsen

CREATIVEONE SECURITIES
Overland Park, KS 66211
Some features on this profile are disabled
CRD#: 4197360
JL

Professional summary

Joseph Dalton Lauritsen, who also goes by Joe Dalton Lauritsen, is a registered financial advisor currently at CREATIVEONE SECURITIES, LLC located in Overland Park, Kansas.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Joseph has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joe Dalton Lauritsen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Dalton Lauritsen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Joseph Dalton Lauritsen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 5, 2024 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
RIA
BD
CRD#: 152974
Overland Park, KS
Current

September 24, 2019 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
RIA
BD
CRD#: 152974
Overland Park, KS
Past

January 25, 2016 - July 18, 2018

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO
Past

October 24, 2012 - April 2, 2013

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS
Past

March 24, 2003 - May 29, 2012

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
CREATIVEONE SECURITIES, LLC
AFFINITY ASSET MANAGEMENT | WESTERN LAKES FINANCIAL | WEATLH WISDOM GROUP | WALLSTREET GROUP ADVISORS, LLC | VOYAGE FINANCIAL PARTNERS | VJH CONCIERGE FINANCIAL PLANNING | UPSTATE WEALTH MANAGEMENT | THOMAS FINANCIAL | THE NORTHEASTERN GROUP | SECURE FINANCIAL SERVICES, INC | SAWYER WEALTH MANAGEMENT | SABATKA FINANCIAL ADVISORY SERVICE, INC. | RZA WEALTH MANAGEMENT | RUNDAHL FINANCIAL CONSULTANTS | RSL FINANCIAL MANAGEMENT | ROBINSON FINANCIAL | RG INVESTMENTS | RETIREMENT DEFENDERS | RASBERRY FINANCIAL SERVICES | QUANTUM ASSET MANAGEMENT | PRAIRIELAND INSURANCE GROUP, LLC | NUTTER WEALTH MANAGEMENT | NORTH COUNTY FINANCIAL ASSOCIATES | NEST BENEFITS | MWI | MUNKER FINANCIAL | MONK FINANCIAL ADVISORS | MIKE KLOBERDANZ, CHFC, LUTCF & ASSOCIATES | MIKE AXTON & ASSOCIATES | MG NASH FINANCIAL SOLUTIONS, INC | MANAGING WEALTH & INCOME | LUND FINANCIAL MANAGEMENT | LLP FINANCIAL SERVICES | LIFETIME FINANCIAL PLANNING | LEWIS RETIREMENT SOLUTIONS, LLC | KEYSTONE ASSET MANAGEMENT | KAIZEN FINANCIAL GROUP | JUDY FINANCIAL GROUP, INC | JOHNSON FINANCIAL | JENKINS & ASSOCIATES | IWM FINANCIAL, INC | INTEGRITY INVESTMENTS, INC | HAYDENROCK FINANCIAL, LLC | HARVEST FINANCIAL GROUP | GULF COAST RETIREMENT SOLUTIONS | GREER FINANCIAL SOLUTIONS, LLC | GRAND CANYON PLANNING | FUNDS MANAGEMENT, INC. | FOOTE FINANCIAL GROUP | FINANCIAL SOLUTIONS GROUP, LLC | FINANCIAL CHOREOGRAPHY LLC | EVERSON TAX & FINANCIAL SERVICES | ETA FINANCIAL SERVICES | EPHAS FINANCIAL | DS DRELICH WEALTH MANAGEMENT | DIVERSIFIED ASSET MANAGEMENT | CREATIVEWEALTH KANSAS CITY | CREATIVEONE SECURITIES, LLC | CREATIVE ONE SECURITIES, LLC | CORNERSTONE FINANCIAL | COOK FINANCIAL GROUP | CONFIANCE FINANCIAL ADVISORY | COMPASS FINANCIAL WEALTH MANAGEMENT | COASTAL CAPITAL INVESTMENT SERVICES | CLIENT ONE SECURITIES, LLC | CLIENT ONE SECURITIES LLC | CLC FINANCIAL SERVICES, LLC | CARTIER FINANCIAL | CARSTENS FINANCIAL GROUP | BENCHMARK FINANCIAL GROUP | BELLUE & ASSOCIATES | BAACKE INSURANCE SERVICES, INC. | ATLANTIC COAST ADVISORY GROUP | ASSOCIATES GROUP OF COMPANIES | AMERICA'S RETIREMENT ADVISORY GROUP | AMBROSE FINANCIAL & INSURANCE SERVICES, LLC

CRD#: 152974 / SEC#: 801-78158, 8-68494

RIA
Registered Investment Advisory firm - SEC (6/5/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
California
Registered Investment Advisory firm - SEC (7/5/2013 Terminated)
Colorado
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Delaware
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Georgia
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Idaho
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Illinois
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Indiana
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Iowa
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Kansas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (6/12/2013 Terminated)
Maine
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Maryland
Registered Investment Advisory firm - SEC (6/17/2013 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (7/24/2013 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Missouri
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Montana
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Nebraska
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/26/2013 Terminated)
New York
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Oklahoma
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Texas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Virginia
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
West Virginia
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(9/24/2019)
IAR
Kansas
(2/5/2024)
RR
Missouri
(9/24/2019)
IAR
Missouri
(2/5/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/5/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/1/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/11/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/25/2016
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 3/20/2003
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/12/2023
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CS
CREATIVEONE SECURITIES, LLC
AFFINITY ASSET MANAGEMENT | WESTERN LAKES FINANCIAL | WEATLH WISDOM GROUP | WALLSTREET GROUP ADVISORS, LLC | VOYAGE FINANCIAL PARTNERS | VJH CONCIERGE FINANCIAL PLANNING | UPSTATE WEALTH MANAGEMENT | THOMAS FINANCIAL | THE NORTHEASTERN GROUP | SECURE FINANCIAL SERVICES, INC | SAWYER WEALTH MANAGEMENT | SABATKA FINANCIAL ADVISORY SERVICE, INC. | RZA WEALTH MANAGEMENT | RUNDAHL FINANCIAL CONSULTANTS | RSL FINANCIAL MANAGEMENT | ROBINSON FINANCIAL | RG INVESTMENTS | RETIREMENT DEFENDERS | RASBERRY FINANCIAL SERVICES | QUANTUM ASSET MANAGEMENT | PRAIRIELAND INSURANCE GROUP, LLC | NUTTER WEALTH MANAGEMENT | NORTH COUNTY FINANCIAL ASSOCIATES | NEST BENEFITS | MWI | MUNKER FINANCIAL | MONK FINANCIAL ADVISORS | MIKE KLOBERDANZ, CHFC, LUTCF & ASSOCIATES | MIKE AXTON & ASSOCIATES | MG NASH FINANCIAL SOLUTIONS, INC | MANAGING WEALTH & INCOME | LUND FINANCIAL MANAGEMENT | LLP FINANCIAL SERVICES | LIFETIME FINANCIAL PLANNING | LEWIS RETIREMENT SOLUTIONS, LLC | KEYSTONE ASSET MANAGEMENT | KAIZEN FINANCIAL GROUP | JUDY FINANCIAL GROUP, INC | JOHNSON FINANCIAL | JENKINS & ASSOCIATES | IWM FINANCIAL, INC | INTEGRITY INVESTMENTS, INC | HAYDENROCK FINANCIAL, LLC | HARVEST FINANCIAL GROUP | GULF COAST RETIREMENT SOLUTIONS | GREER FINANCIAL SOLUTIONS, LLC | GRAND CANYON PLANNING | FUNDS MANAGEMENT, INC. | FOOTE FINANCIAL GROUP | FINANCIAL SOLUTIONS GROUP, LLC | FINANCIAL CHOREOGRAPHY LLC | EVERSON TAX & FINANCIAL SERVICES | ETA FINANCIAL SERVICES | EPHAS FINANCIAL | DS DRELICH WEALTH MANAGEMENT | DIVERSIFIED ASSET MANAGEMENT | CREATIVEWEALTH KANSAS CITY | CREATIVEONE SECURITIES, LLC | CREATIVE ONE SECURITIES, LLC | CORNERSTONE FINANCIAL | COOK FINANCIAL GROUP | CONFIANCE FINANCIAL ADVISORY | COMPASS FINANCIAL WEALTH MANAGEMENT | COASTAL CAPITAL INVESTMENT SERVICES | CLIENT ONE SECURITIES, LLC | CLIENT ONE SECURITIES LLC | CLC FINANCIAL SERVICES, LLC | CARTIER FINANCIAL | CARSTENS FINANCIAL GROUP | BENCHMARK FINANCIAL GROUP | BELLUE & ASSOCIATES | BAACKE INSURANCE SERVICES, INC. | ATLANTIC COAST ADVISORY GROUP | ASSOCIATES GROUP OF COMPANIES | AMERICA'S RETIREMENT ADVISORY GROUP | AMBROSE FINANCIAL & INSURANCE SERVICES, LLC

CRD#: 152974 / SEC#: 801-78158, 8-68494

RIA
Registered Investment Advisory firm - SEC (6/5/2013 Approved)
Arizona
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Arkansas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
California
Registered Investment Advisory firm - SEC (7/5/2013 Terminated)
Colorado
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Delaware
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Florida
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Georgia
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Idaho
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Illinois
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Indiana
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Iowa
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Kansas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (6/12/2013 Terminated)
Maine
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Maryland
Registered Investment Advisory firm - SEC (6/17/2013 Terminated)
Massachusetts
Registered Investment Advisory firm - SEC (7/24/2013 Terminated)
Minnesota
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Missouri
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Montana
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Nebraska
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
New Jersey
Registered Investment Advisory firm - SEC (6/26/2013 Terminated)
New York
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Ohio
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
Oklahoma
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Texas
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Virginia
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
West Virginia
Registered Investment Advisory firm - SEC (6/5/2013 Terminated)
Wisconsin
Registered Investment Advisory firm - SEC (6/6/2013 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information

Main Address
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
Mailing Address
6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
Phone number
(913) 814-6097
Established
Kansas since 12/02/2009
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees
199

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PART 2A APPENDIX 1 (3/17/2025)
PART 2A (3/17/2025)

Direct owners and executive officers

NamePositionCRD#
CREATIVE ONE MARKETING CORPORATIONSOLE MEMBER
EISENHAUER, JEFFREY NEALPRESIDENT AND CEO, CCO, COO2345135
HAYES, SUSAN ANNFINOP2856326
TRIPSES, MICHAEL RICHARDDIRECTOR1830164

Regulatory assets under management

Total Number of Accounts11,317
AUM (Assets Under Management)$ 2,125,054,242

Disclosures

Regulatory Event1

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREATIVEONE SECURITIES, LLC

CRD#: 152974Overland Park, KS 66211

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