Patrick Charles Wiegers

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

• 09/2021 → 12/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2020 → 08/2020
  Northwestern Mutual
  St. Louis, MO
• 05/2019 → 08/2019
  Stifel
  St. Louis, MO
• 08/2017 → 06/2021
  University Of Alabama
  Tuscaloosa, AL
• 05/2018 → 08/2018
  Triad Bank
  St. Louis, MO
• 05/2016 → 05/2018
  Arcobasso Foods
  St. Louis, MO
• 08/2014 → 05/2017
  Saint Louis University High School
  St. Louis, MO
• 03/2022 → 12/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2023 → Present
  Creativeone Wealth
  Overland Park, KS
• 12/2023 → Present
  Pioneer Wealth Management
  Kirkwood, MO

Previous Registrations

• 2022-03-01 → 2023-12-22
  Cambridge Investment Research Advisors, Inc.
  Saint Charles, MO

Other Businesses

1.) Pioneer Wealth Management; investment related; Kirkwood, MO; DBA; Associate offering investment advisory services through C1W; 12/2023; 160 hrs/mo; 160 hrs/mo 2.) Unlimited Play Young Professionals Board; not investment related; St. Peters, MO 63304; Board Member/Volunteer/NIR; 09/2022; 10 hrs/mo; 0 hrs/mo 3.) SLUH Alumni Board; not investment related; St. Louis, MO 63110; Board Member/Volunteer/NIR; 09/2022 5 hrs/mo; 0 hrs/mo 4.) Emerson Rodgers; investment related; 9016 N. Allen Rd., Ste. F Peoria , Illinois 61615; Sale of group health insurance plans for small business clients; Broker; Sale of group health insurance plans; 10 hrs/mo; 10 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2021-12-08

Other Names

• Patrick Wiegers