Eric Seyboldt

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

• 05/2007 → 11/2019
  Seyboldt Insurance Group
  Lewis Center, OH
• 12/2019 → Present
  Changepath, Llc
  Leawood, KS
• 01/2019 → Present
  Novus Financial Group
  Lewis Center, OH

Previous Registrations

• 2018-07-02 → 2019-02-20
  Capital City Asset Management Group, Llc
  Powell, OH
• 2008-08-13 → 2016-01-15
  Nationwide Securities, Llc
  Lewis Center, OH
  Columbus, OH

Other Businesses

Novus FG - Investment Related, 6922 Saint Ninians St. Lewis Center OH 43035; Fixed Insurance Sales; since 2007; approx 160 hours per month all of which are during trading hours. Novus FG - Non-investment related - Managing Director, 6922 Saint Ninians St. Lewis Center OH 43035; Fixed Insurance Sales; since 2007; approx 160 hours per month all of which are during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-04-01