Michael Joseph Cajthaml

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

• 11/2013 → 03/2019
  Cy Financial
  Overland Park, KS
• 03/2019 → 03/2020
  Usa Financial Securities
  Ada Township, MI
• 10/2020 → Present
  Pareto Systems
  Kelowna
• 03/2020 → 10/2020
  Unemployed
  Overland Park, KS
• 03/2022 → 08/2026
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2022 → Present
  Cy Financial, Llc
  Overland Park, KS
• 08/2026 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2022-03-03 → 2026-08-11
  Ae Wealth Management, Llc
  Overland Park, KS
• 2019-07-08 → 2020-03-10
  Usa Financial Securities Llc
  Ada, MI
• 2017-01-03 → 2019-07-09
  Ae Wealth Management, Llc
  Overland Park, KS

Other Businesses

1.) Cy Financial, LLC; investment related; 12829 Mastin Street, Overland Park, KS 66213; Insurance and Investments; President; 03/2022; 60 hrs/mo; 60 hrs/mo 2.) Pareto Systems; not investment related; 1593 Sutherland Ave #101, Kelowna, BC V1Y 5Y7, Canada; Business Consultant; Coaching Advisors on Practice Management and Relationship Management; 08/2020; 60 hrs/mo; 30 hrs/mo; I coach advisors on Practice Management and Relationship Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-22

Other Names

• Michael Cajtham Jr
• Michael J Cajtham Jr
• Mike Cy
• Michael J Cajthaml Jr
• Michael Joseph Cajthaml
• Michael Joseph Cajthaml