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Matthew Allen Heimann

Creativeone Wealth, LLC

Overland Park, KS

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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-08-02
  • KS RA
    APPROVED
    Since 2023-08-02

Branch Locations

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Logia Portfolio Management Llc Overland Park KS 08/2015 02/2021
Logia Portfolio Management Overland Park KS 02/2021 07/2023
Creativeone Wealth Overland Park KS 07/2023 Present
  • 08/2015 → 02/2021
    Logia Portfolio Management Llc
    Overland Park, KS
  • 02/2021 → 07/2023
    Logia Portfolio Management
    Overland Park, KS
  • 07/2023 → Present
    Creativeone Wealth
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-17
  • S65 Uniform Investment Adviser Law Examination
    2015-09-17
Designations

View on SEC IAPD

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