Kelly Andrew Dunnahoo

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

• 05/1994 → Present
  Fruit Growers Laboratory
  Santa Paula, CA
• 01/2011 → 08/2018
  Cona Investment Advisors, Llc
  La Vene, CA
• 08/2018 → Present
  Change Path Llc
  Leawood, KS

Previous Registrations

• 2011-01-12 → 2018-08-09
  Cona Investment Advisors, Llc
  La Verne, CA
• 2010-01-05 → 2010-12-31
  Capital Financial Services, Inc.
  Minot, ND
  Saugus, CA
• 2008-02-15 → 2009-12-31
  Transamerica Financial Advisors, Llc
  Gold River, CA
  Saugus, CA
  Saugus, CA
  Clearwater, FL

Other Businesses

1)FRUIT GROWERS LABORATORY, NON-INVEST, 853 CORPORATION ST. SANTA PAULA, CA, 05/1994, PRESIDENT, MANAGE OPS OF ENVIRONMENTAL TESTING LAB., REVIEW & APPROVE ANALYTICAL DATA, 40+ HRS/MO, 40+/ MO DURING TRADING HOURS 2) CONSUMABLES ANALYTICAL LABORATORY LLC, NON INVEST, 801 CORPORATION ST, SANTA PAULA, CA 93060, MANAGER, RESPONSIBLE FOR WORKFLOW, STAFFING, APPROVAL OF ANLYTICAL RESULTS. START 12/2017, 11-20 HRS/MO, 11-20/ MO DURING TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-11
• S63 Uniform Securities Agent State Law Examination
  2004-09-07

Other Names

• Kelly A Dunnahoo