Cody Allen Crawford

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

• 10/2018 → 04/2019
  Sageguard Financial Group, Llc
  Spring, TX
• 08/2014 → 09/2018
  Founders Group, Inc.
  Houston, TX
• 04/2019 → 09/2025
  Spg Advisors Llc
  Kirkland, WA
• 03/2015 → 12/2023
  Dynamic Income Strategies Llc
  Houston, TX
• 06/2016 → 11/2018
  First Advisors National, Llc
  Houston, TX
• 04/2019 → 09/2025
  Strategic Benefits, Inc. Dba Sound Planning Group
  Kirkland, WA
• 10/2025 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 01/2024 → Present
  Retirement Wealth Prof, Llc
  Lynnwood, WA

Previous Registrations

• 2019-05-17 → 2025-09-10
  Spg Advisors Llc
  Kirkland, WA
• 2018-10-18 → 2019-04-29
  Sageguard Financial Group, Llc
  Spring, TX
• 2016-06-09 → 2018-11-09
  First Advisors National, Llc
  Houston, TX
• 2016-05-24 → 2016-06-06
  Synergy Asset Management, Llc
  Houston, TX

Other Businesses

1.) Retirement Wealth Pro; Investment related: Yes; 722 201st Place SW, Lynnwood, WA 98036; Insurance sales; Advisor; DBA; Start date: 12/2009; 80hrs/mo; 80 hrs/mo; Helps clients integrate various income planning annuity insurance contracts, death benefit protection, and long term care insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-24