Joseph William Wehrly

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

• 07/2004 → 10/2016
  Opjw
  Spring, TX
• 07/2016 → 12/2021
  Sageguard Financial Group, Llc
  Goodlettsville, TN
• 07/2021 → 09/2023
  Alphastar Capital Management Llc
  Cornelius, NC
• 10/2016 → Present
  Golden Rule Wealth Preservation
  Splendora, TX
• 09/2023 → Present
  Creativeone Wealth
  Overland Park, KS

Previous Registrations

• 2021-07-19 → 2023-09-01
  Alphastar Capital Management
  Spring, TX
  Cornelius, NC
  Splendora, TX
• 2016-08-31 → 2021-12-07
  Sageguard Financial Group, Llc
  Goodlettsville, TN

Other Businesses

1.) Golden Rule Wealth Preservation; investment related; 2710 Green Oak Drive Suite 26E Kingwood, TX 77339; Insurance product sales; CEO / Founder; 2008; 160 hrs/mo; 160 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-31