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Creativeone Wealth, LLC CRD 281213
$6.25B regulatory AUM 62 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-17 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 03/2025 |
| Creativeone Wealth, Llc | Overland Park | KS | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-01 |
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