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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APP_PEND_IARCE 2026-01-01
AZ RA APPROVED 2022-05-05
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • AZ RA
    APPROVED
    Since 2022-05-05

Branch Locations

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Clarksville, TN • United States

Scottsdale, AZ • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors, Llc Arden Hills MN 03/2016 01/2017
F.E.R.S Troy MI 04/2015 05/2020
Self Employed Troy MI 08/2014 04/2022
Strategic Wealth Advisors Group, Inc. Shelby Township MI 01/2017 10/2017
Strategic Wealth Insurance Group, Inc. Shelby Township MI 09/2016 10/2017
Change Path, Llc Leawood KS 07/2018 Present
Self-Employed Scottsdale AZ 04/2022 Present
  • 03/2016 → 01/2017
    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
    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
    Utica, MI
    Utica, MI
  • 2016-03-29 → 2017-01-04
    Clinton Township, MI
    Arden Hills, MN
  • 2012-02-02 → 2014-08-20
    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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-04-28
S63 Uniform Securities Agent State Law Examination 1999-08-28
  • S65 Uniform Investment Adviser Law Examination
    2000-04-28
  • S63 Uniform Securities Agent State Law Examination
    1999-08-28
Other Names
  • Jeff Martin Winter

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