Theodore Robert Meyer

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

• 03/2006 → Present
  Meyer Financial And Insurance Services, Llc
  Scottsdale, AZ
• 06/2012 → 12/2016
  Dynamic Wealth Advisors
  Scottsdale, AZ
• 01/2017 → 01/2017
  Client One Securities, Llc
  Scottsdale, AZ
• 12/2014 → 10/2021
  Coventry Financial Group
  Scottsdale, AZ
• 01/2017 → Present
  Creativeone Wealth Llc
  Scottsdale, AZ

Previous Registrations

• 2017-01-19 → 2017-01-30
  Creativeone Securities, Llc
  Scottsdale, AZ
  Overland Park, KS
• 2012-06-27 → 2016-12-31
  Dynamic
  Scottsdale, AZ
• 2013-10-30 → 2014-04-24
  Meyer Financial Services, Llc
  Scottsdale, AZ
• 2012-03-02 → 2012-04-23
  Arma Financial Services, Inc.
  Scottsdale, AZ

Other Businesses

Meyer Financial and Insurance Services, Investment-related, 7373 Doubletree Ranch Rd, Scottsdale, AZ 85258, Insurance Sales, Owner, Start date 03/2006, 20 hrs/mn, 20 hrs/mn during trading hours, Sales and servicing of insurance related products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-01

Other Names

• Ted Meyer