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Creativeone Wealth, LLC CRD 281213
$6.25B regulatory AUM 62 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-06 |
| TX | RA | APPROVED | 2025-01-06 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
2715 Old Dougherty Ferry Rd, St Louis, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 01/2017 | 10/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2018 | 02/2024 |
| Ameriprise Financial Services, Inc. | Chesterfield | MO | 05/2016 | 10/2018 |
| Fefa Asset Management, Llc | St Louis | MO | 11/2018 | 02/2024 |
| Fefa Advisors Llc (Previously Ev Federal, Llc ) | St Louis | MO | 11/2018 | 12/2024 |
| Vci Wealth Management Llc | Saint Louis | MO | 05/2023 | 12/2024 |
| Creativeone Wealth, Llc | Overland Park | KS | 01/2025 | Present |
1.) Lawless Capital Group LLC: investment-related; 2715 Old Dougherty Ferry Rd St Louis, MO 63122; Financial Advising and Financial Planning / Annuities/ Insurance/ Securities 2.) Provision Land Development LLC; not investment-related; 2715 Old Dougherty Ferry Rd St Louis, MO 63122; Real Estate Development; Owner; 04/2020; 12 hrs/mo; 12 hrs/mo 3.) Ark Development LLC; not investment-related; 2715 Old Dougherty Ferry Rd St Louis, MO 63122; Owner; Real Estate Development and the sale of improved Real Estate; 01/2023; 5 hrs/mo; 0 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-17 |
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