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Kimberly Sara Malesky

Creativeone Wealth, LLC

Overland Park, KS

Montecito, CA

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Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2020-12-18
  • CA RA
    APPROVED
    Since 2020-12-18

Branch Locations

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

1187 Coast Village Rd, Suite 1-778, Montecito, CA 93108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Santa Barbara CA 02/2014 10/2020
May Wealth Management Group Santa Maria CA 10/2018 12/2018
Monarch Wealth Strategies Santa Barbara CA 09/2018 12/2020
Creativeone Wealth, Llc Overland Park KS 12/2020 Present
Harmony Investment Management, Llc Montecito CA 12/2020 Present
Kimberly S. Malesky Monticeto CA 04/2021 Present
  • 02/2014 → 10/2020
    Lpl Financial Llc
    Santa Barbara, CA
  • 10/2018 → 12/2018
    May Wealth Management Group
    Santa Maria, CA
  • 09/2018 → 12/2020
    Monarch Wealth Strategies
    Santa Barbara, CA
  • 12/2020 → Present
    Creativeone Wealth, Llc
    Overland Park, KS
  • 12/2020 → Present
    Harmony Investment Management, Llc
    Montecito, CA
  • 04/2021 → Present
    Kimberly S. Malesky
    Monticeto, CA
Previous Registrations
Other Businesses

1. HARMONY INVESTMENT MANAGEMENT, LLC. DBA. NOT INVESTMENT RELATED. 1187 COAST VILLAGE ROAD, SUITE 1-778, MONTICETO CA 93108. OWNER. SINCE 2020. APX 5 HOURS PER MONTH / ALL DURING TRADING HOURS. 2. KIMBERLY MALESKY (DBA HARMONY INVESTMENT MANAGEMENT, LLC) INVESTMENT RELATED. 1187 COAST VILLAGE ROAD, SUITE 1-778, MONTICETO CA 93108. INSURANCE AGENT, LIFE, HEALTH, ANNUITY SALES. SINCE 2020. APX 10 HOURS PER MONTH / ALL DURING TRADING HOURS. 3. KIMBERLY S. MALESKY, NOT INVESTMENT RELATED; 1187 COAST VILLAGE ROAD, SUITE 1-778, MONTICETO CA 93108; CERTIFIED DIVORCE FINANCIAL ANALYST; ASSIST WITH DIVORCE PROCEEDINGS; SINCE 04/2021; APX 32 HOURS PER MONTH, 25 OF WHICH ARE DURING TRADING HOURS. 4. KIMBERLY MALESKY SEPARATE PROPERTY TRUST. NOT INVESTMENT RELATED. 5073 ELLA LANE, SANTA BARBARA, CA 93111. REAL ESTATE RENTAL / LANDLORD. SINCE 2017. APX 2 HOURS PER MONTH/0 OF WHICH ARE DURING TRADING HOURS. 5. SAVVY LADIES. INVESTMENT RELATED. 39 Broadway #1730, New York, NY 10006. VOLUNTEER EDUCATOR. PROVIDE FINANCIAL EDUCATION TO WOMEN THROUGH A 45 MINUTE TELEPHONE CONSULTATION. NO COMPENSATION. SINCE 2021. APX 2 HOURS PER MONTH / 1 OF WHICH IS DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-20
  • S66 Uniform Combined State Law Examination
    2007-02-20
Designations
Other Names
  • Kimberely S Horn
  • Kimberly S Horn
  • Kim Malesky
  • Kim Horn

View on SEC IAPD

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