Steven Harverd Greig

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 04/2018
  Primesource Mortgage
  Urbandale, IA
• 10/2023 → 01/2024
  Brookstone Wealth Advisors
  Wheaton, IL
• 04/2018 → 04/2021
  City State Bank
  Norwalk, IA
• 05/2021 → 08/2023
  Mortgageright
  Birmingham, AL
• 01/2024 → 07/2024
  Simplicity Wealth
  Summit, NJ
• 01/2023 → Present
  The Insurance Strategies
  West Des Moines, IA
• 01/2024 → Present
  The Retirement Strategies
  West Des Moines, IA
• 07/2024 → 01/2025
  Creativeone Wealth, Llc
  Overland Park, KS
• 01/2025 → 07/2025
  Gradient Advisors, Llc
  Arden Hills, MN
• 07/2025 → 07/2026
  Iams Wealth Management
  Omaha, NE
• 07/2026 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2025-07-17 → 2026-07-20
  Iams Wealth Management, Llc
  West Des Moines, IA
  West Des Moines, IA
  Omaha, NE
• 2025-01-15 → 2025-07-16
  Gradient Advisors, Llc
  Arden Hills, MN
  West Des Moines, IA
• 2024-07-12 → 2025-01-28
  Creativeone Wealth, Llc
  West Des Moines, IA
  Overland Park, KS
• 2024-01-31 → 2024-07-12
  Simplicity Wealth
  West Des Moines, IA
  Summit, NJ
• 2023-10-02 → 2024-01-17
  Brookstone Wealth Advisors, Llc
  Wheaton, IL
  West Des Moines, IA
• 2013-08-21 → 2017-12-04
  Fortress Wealth Management
  Urbandale, IA
• 2012-12-21 → 2013-08-19
  Cetera Wealth Services, Llc
  Urbandale, IA
  Minnetonka, MN
• 2009-06-04 → 2010-12-31
  Investment Advisors Corp
  Urbandale, IA

Other Businesses

1.) The Retirement Strategies; Investment-related; 1200 Valley West Drive Suite 218, West Des Moines, IA 50266; DBA for doing investment business with Creative One Wealth RIA; Owner; 01/2024; 120 hrs/mo; 120 hrs/mo 2.) The Insurance Strategies; Investment Related; 1200 West Valley Dr. Suite 218 West Des Moines IA 50266; It's my own agency/ DBA/Life Insurance, Health Insurance, Long-Term Care, Annuities; Owner/Agent; 01/2024; 60hrs/mo; 60 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-11
• S66 Uniform Combined State Law Examination
  2009-05-26
• S63 Uniform Securities Agent State Law Examination
  1988-01-11

Other Names

• Steve Greig
• Steven Harvard Greig