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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-06-01 |
Branch Locations
385 Inverness Parkway, Englewood, CO 80112 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth, Llc | Overland Park | KS | 06/2026 | Present |
| Bowman Financial Strategies | Englewood | CO | 04/2022 | Present |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 09/2018 | 04/2022 |
| Sherwin Williams | Evans | CO | 08/2017 | 08/2018 |
| Sherwin Williams | Castle Rock | CO | 06/2017 | 08/2017 |
| Bed Bath And Beyond | Greeley | CO | 04/2012 | 06/2017 |
| Martin Snow Removal | Frederick | CO | 05/2017 | 08/2017 |
1.) Bowman Financial Strategies; investment related; 385 Inverness Parkway, Suite 390 Englewood, CO 80112; Life Insurance, Annuities, LTC, Brokerage accounts and portfolio management; Director of Planning; 04/2022; 160 hrs/mo; 120 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-08 |
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