Oscar Vega

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

• 07/1998 → Present
  Principal Life Insurance Comp
  Des Moines, IA
• 11/2017 → Present
  Creativeone Wealth, Llc Formerly Change Path Llc
  Overland Park, KS

Other Businesses

1. MCGJ HOLDINGS; HIALEAH, FL; INVESTOR IN CONDO CONVERSION BUSINESS; 8 HOURS/MONTH; INVESTMENT RELATED. 2. TAMACH AIRPORT, LLC; , 7500 NW 25TH ST MIAMI FL 33126 INVESTOR FOR CONDO-CONVERSIONS, 8 HRS PER MONTH. NOT INVESTMENT RELATED, 2-3 HOURS PER MONTH. 3. TOMACH GABLES SQUARE; CONDO CONVERSIONS INVESTOR; 2-3 HOURS/MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-13
• S63 Uniform Securities Agent State Law Examination
  1997-03-18