Eric Evan Everson

Financial advisor at Creativeone Securities, LLC

Last updated 2026-10-10

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Eric Evan Everson is a financial advisor at Creativeone Securities, LLC, CRD 1492773. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2002-08-28.

Registration

CRD number
1492773
Registration status
Active
IAPD registration
2002-08-28
Industry Experience
24 years
Work Experience
33 years
States registered
MO

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2007-02 to 2024-12 · Everson Tax & Financial Services, Inc. · Gravois Mills, MO
  • 1993-03 to Present · Everson Envestments & Estate Planning · Gravois Mills, MO
  • 2019-07 to Present · Creativeone Securities, LLC Formerly Clientone Securities, LLC · Overland Park, KS

Current employment

SEC IAPD record for Eric Evan Everson

Creativeone Securities, LLC

Regulatory AUM
$2,541,181,202
Registered advisors
129
Offices
106
Clients per advisor
96.8 (Moderate)
Average AUM per client
$203.5K (Low)
High-net-worth client ratio
2.5% (Low)

Creativeone Securities, LLC: advisors, services and reported ETF investments

About

Eric Evan Everson is a financial advisor at Creativeone Securities, LLC. Reported securities licenses include Series 65 and Series 63. The latest record indicates 24 years of industry experience and 33 years of reported work history.

Creativeone Securities, LLC's firm-level Form ADV reports 129 advisors across 106 offices; approximately 96.8 clients per advisor, average assets per client of $203,539, and regulatory AUM of $2.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Selection of Other Advisers.

What this firm offers

Filed by Creativeone Securities, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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