Jeffrey Martin Winter

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

• 03/2016 → 01/2017
  Gradient Advisors, Llc
  Arden Hills, MN
• 04/2015 → 05/2020
  F.E.R.S
  Troy, MI
• 08/2014 → 04/2022
  Self Employed
  Troy, MI
• 01/2017 → 10/2017
  Strategic Wealth Advisors Group, Inc.
  Shelby Township, MI
• 09/2016 → 10/2017
  Strategic Wealth Insurance Group, Inc.
  Shelby Township, MI
• 07/2018 → Present
  Change Path, Llc
  Leawood, KS
• 04/2022 → Present
  Self-Employed
  Scottsdale, AZ

Previous Registrations

• 2017-01-09 → 2017-11-13
  Strategic Wealth Advisors Group, Inc.
  Utica, MI
  Utica, MI
• 2016-03-29 → 2017-01-04
  Gradient Advisors, Llc
  Clinton Township, MI
  Arden Hills, MN
• 2012-02-02 → 2014-08-20
  United Advisors America
  Prosper, TX
• 2010-01-20 → 2010-08-10
  Investment Centers Of America, Inc.
  Farmington Hills, MI
  Bismarck, ND
  Farmington Hills, MI
  Ferndale, MI
  Clinton Township, MI
  Birmingham, MI
• 2008-10-09 → 2009-03-20
  Fsc Securities Corporation
  Bloomfield Hills, MI
• 2006-01-24 → 2007-03-26
  Ameriprise Advisor Services, Inc.
  Troy, MI

Other Businesses

JEFFREY M. WINTER (SELF EMPLOYED); INVESTMENT RELATED; SCOTTSDALE, AZ 85251 & CLARKSVILLE, TN 37040; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE 08/2014; APX 80 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-04-28
• S63 Uniform Securities Agent State Law Examination
  1999-08-28

Other Names

• Jeff Martin Winter