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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 2026-07-09
  • CO RA
    APPROVED
    Since 2026-07-09

Branch Locations

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

1819 Denver West Dr Ste 205, Lakewood, CO 80401 • 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
Unemployed Denver CO 11/2024 06/2026
Toll Brothers Greenwood Village CO 02/2024 11/2024
Challenger Homes Colorado Springs CO 06/2022 02/2024
Lokal Homes Englewood CO 01/2022 06/2022
Appliance Factory Mattress Kingdom Thornton CO 12/2019 12/2021
Unemployed Milwaukee WI 04/2017 07/2017
Park City Mountain Resort Park City UT 11/2016 04/2017
Unemployed Washington D.C. DC 09/2016 11/2016
B'nAi B'rIth Perlman Camp Bethesda MD 05/2014 09/2016
Jimmy Johns Louisville CO 07/2017 07/2019
Ian's Pizza Denver CO 08/2019 12/2019
Creativeone Wealth, Llc Overland Park KS 07/2026 Present
The Guardian Group Lakewood CO 06/2026 Present
  • 11/2024 → 06/2026
    Unemployed
    Denver, CO
  • 02/2024 → 11/2024
    Toll Brothers
    Greenwood Village, CO
  • 06/2022 → 02/2024
    Challenger Homes
    Colorado Springs, CO
  • 01/2022 → 06/2022
    Lokal Homes
    Englewood, CO
  • 12/2019 → 12/2021
    Appliance Factory Mattress Kingdom
    Thornton, CO
  • 04/2017 → 07/2017
    Unemployed
    Milwaukee, WI
  • 11/2016 → 04/2017
    Park City Mountain Resort
    Park City, UT
  • 09/2016 → 11/2016
    Unemployed
    Washington D.C. , DC
  • 05/2014 → 09/2016
    B'nAi B'rIth Perlman Camp
    Bethesda, MD
  • 07/2017 → 07/2019
    Jimmy Johns
    Louisville, CO
  • 08/2019 → 12/2019
    Ian's Pizza
    Denver, CO
  • 07/2026 → Present
    Overland Park, KS
  • 06/2026 → Present
    The Guardian Group
    Lakewood, CO
Other Businesses

1.) The Guardian Group; Investment-related; 1819 Denver West Dr Ste 205, Lakewood, CO 80401; Financial Advising and Wealth Management; Financial Planning and Client Service Associate; 06/2026; 160 hrs/mo; 140 hrs/mo; Planning preparation, account maintenance, and other various duties as needed.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-30
  • S65 Uniform Investment Adviser Law Examination
    2026-01-30
Other Names
  • Jake Kavalar

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