Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
30yrs
Eric Everson is a fiduciary financial advisor in Overland Park, Kansas, with 30 years in the industry. After 12 years at Integrity Alliance and a year at Berthel Fisher & Company Financial Services, Eric joined Creativeone Securities in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. Creativeone Securities reports being paid through a percentage of assets and hourly fees.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience30 years (since 1997)
How that compares ?Top 14% by experience in Overland Park
Office6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$183,544
Advisors at the firm128
States licensed ?1 state
Services through Creativeone Securities
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowCreativeone Securities, LLCCurrent firm
- 2007 – 2019Integrity Alliance, LLC.Previously
- Jan 2006 – Aug 2006
- Jan 2004 – Jan 2004Locust Street Securities, Inc.Previously
- 2004 – 2005Voya Financial Advisors, Inc.Previously
- Aug 2002 – Nov 2003Walnut Street Advisers Inc.Previously
Contact Eric
(913) 814-6097Creativeone Securities main office 6330 Sprint Parkway, Suite 400Overland Park, KS 66211Office · Get directions X (Twitter) pageCreativeone Securities
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Questions to ask Eric
Tailored to Eric’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Eric
How do I contact Eric?
Call Creativeone Securities at (913) 814-6097 and ask for Eric Everson. Eric works from the Overland Park, KS office.
How long has Eric been a financial advisor?
Eric has been in the industry since 1997, about 30 years. Top 14% by experience in Overland Park.
What licenses does Eric hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Creativeone Securities reports being paid by a percentage of the assets they manage, hourly fees. Ask Eric for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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