Matthew Ray Bott

Employer firm

Creativeone Securities, LLC CRD 152974

$2.54B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → 02/2018
  National Planning Holdings
  Denver, CO
• 04/2018 → Present
  Creativeone Securities, Llc
  Overland Park, KS
• 04/2018 → Present
  Associates Financial Group
  Greenwood Village, CO

Previous Registrations

• 2016-03-01 → 2018-02-21
  National Planning Corporation
  Denver, CO
• 2013-12-19 → 2016-03-01
  Principal Securities, Inc.
  Denver, CO
• 2008-01-14 → 2013-11-21
  Integrity Alliance, Llc.
  Grants Pass, OR
  Cottonwood Heights, UT
  Panora, IA
  Urbandale, IA
• 2003-02-14 → 2008-01-09
  Principal Securities, Inc.
  Denver, CO
  Denver, CO
  Denver, CO
• 2001-07-03 → 2002-12-31
  Cetera Advisors Llc
  Denver, CO

Other Businesses

1.) MRB Consulting; investment related; 7395 E Orchard Rd Greenwood Village, CO 80111; Fixed Insurance; Owner; 04/1998; 65 hrs/mo; 65 hrs/mo 2.) Associates Financial Group; investment related; 7395 E Orchard Rd Greenwood Village, CO 80111; Financial Services and Branch Office C1S; Advisor; 04/2018; 165 hrs/mo; 165 hrs/mo 3.) Associates Financial Group; investment related; 7395 E Orchard Rd Greenwood Village, CO 80111; Financial Services and Branch Office C1S; Partner/Owner; 04/2026; 10-20 hrs/mo; 10-20 hrs/mo 4.) Split Post LLC (DBA Pillar to Post); not investment related; 19221 Nicole Ln Plugerville, TX 78660; Home inspections for residential real estate; Investor/Owner; 03/2024; 5 hrs/mo; 0 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2002-01-29
• S63 Uniform Securities Agent State Law Examination
  1994-07-29

Other Names

• Matt Bott