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Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-09
IA RA APPROVED 2026-01-09
  • CO RA
    APPROVED
    Since 2026-01-09
  • IA RA
    APPROVED
    Since 2026-01-09

Branch Locations

1819 Denver W Drive Suite 205, Lakewood, CO 80401 • United States

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
Creativeone Wealth, Llc Overland Park KS 01/2026 Present
Bard Materials Dubuque IA 02/2023 Present
University Of Colorado Boulder CO 02/2022 01/2023
Temple University Philadelphia PA 01/2019 02/2022
Northern Illinois University Dekalb IL 08/2015 01/2019
  • 01/2026 → Present
    Overland Park, KS
  • 02/2023 → Present
    Bard Materials
    Dubuque, IA
  • 02/2022 → 01/2023
    University Of Colorado
    Boulder, CO
  • 01/2019 → 02/2022
    Temple University
    Philadelphia, PA
  • 08/2015 → 01/2019
    Northern Illinois University
    Dekalb, IL
Other Businesses

1.) The Guardian Group; investment related; 1819 Denver W Drive Suite 205 Lakewood, CO 80401; AUM, sale of life insurance and annuities; Sales Advisor; 01/2026; 160 hrs/mo; 20 hrs/mo 2.) Dyersville Ready Mix Inc. DBA BARD Materials; not investment related; 2021 325th Ave Dyersville, IA 52040; Ready Mix Concrete and Aggregate company; Health and Wellness Manager; 02/2023; 160 hrs/mo; 20 hrs/mo; I am the Health and Wellness Manager overseeing a self-funded Health Insurance plan. 3.) BARD Materials; not investment related; 2400 US 52 South Dubuque, IA 52003; Ready Mix concrete and aggregates; Leadership Development and Employee Resources Manager; 02/2013; 40 hrs/mo; Manage employee benefits and wellness programming40 hrs/mo;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-06
  • S65 Uniform Investment Adviser Law Examination
    2025-12-06

View on SEC IAPD

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