Amy Marie Roberts

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

• 08/1999 → 05/2022
  Affinity Asset Management
  Overland Park, KS
• 09/2025 → 11/2025
  Simplicity Wealth
  Summit, NJ
• 08/2025 → 11/2025
  Brett Reid Group
  Prairie Village, KS
• 11/2023 → Present
  Keller Williams
  Raymore, MO
• 07/2019 → Present
  Serendipity Farm & Vine
  Stilwell, KS
• 12/2025 → Present
  Creativeone Wealth, Llc
  Overland Park, KS

Previous Registrations

• 2025-09-30 → 2025-12-08
  Simplicity Wealth
  Prairie Village, KS
  Summit, NJ
• 2018-07-03 → 2022-05-17
  Creativeone Securities, Llc
  Overland Park, KS
  Overland Park, KS

Other Businesses

1.) Serendipity Farm & Vine; not investment related; 4674 W. 183rd St Stilwell, KS 66085; Farm winery, coffee and wine tasting room, wedding and event venue; Owner; 07/2019; 80 hrs/mo; 15 hrs/mo 2.) BrightPath Wealth Management; investment related; 9200 Indian Creek Pkwy Suite 564 Overland Park, KS 66210; Financial Advisor -includes, investments, annuities, life insurance, LTC; Financial Advisor; 12/2025; 120 hrs/mo; 120 hrs/mo 3.) Keller Williams Real Estate-Serendipity Homes KC; not investment related; 1006 W Foxwood Dr, Raymore, MO 64083; Showing and Selling homes; Real Estate Agent; 11/2023; 5 hrs/mo; 0 hrs/mo 4.) AirBnB; not investment related; 4674 W. 183rd St Stilwell, KS 66085; AirBnB with a renovated Barn; Owner; 05/2023; 5 hrs/mo; 0 hrs/mo 5.) Monarch Financial Consulting; investment related; 3200 W. 154th St Overland Park, KS 66224; Work with clients and prospects concerning insurance related products; Owner; 11/2025; 20 hrs/mo; 20 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-22
• S63 Uniform Securities Agent State Law Examination
  2024-02-03

Other Names

• Amy Marie Renzelman
• Amy Marie Roberts