Best Investors
Account
Sign in
Best Investors
Account
Sign in
Creativeone Wealth, LLC CRD 281213
$6.25B regulatory AUM 62 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2018-10-03 |
Branch Locations
5088 Corporate Exchange Suite 200, Grand Rapids, MI 49512 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gf Investment Services, Llc | Sarasota | FL | 06/2014 | 10/2018 |
| Lyons Kitzrow Capital Group | Grand Rapids | MI | 01/2010 | 06/2017 |
| Lyons Kitzrow Wealth Management | Grand Rapids | MI | 06/2017 | 10/2018 |
| Global Financial Private Capital, Llc | Sarasota | FL | 06/2014 | 10/2018 |
| Creativeone Wealth, Llc (Fka Change Path Llc) | Leawood | KS | 10/2018 | Present |
| Pk Capital Advisors | Grand Rapids | MI | 08/2018 | Present |
| Pk Capital Management | Grand Rapids | MI | 08/2018 | Present |
| Pk Capital Management Ii | Grand Rapids | MI | 07/2022 | Present |
PK CAPITAL ADVISORS LLC/PK CAPITAL MANAGEMENT LLC (THE GP OF PR356 CAPITAL GROWTH FUND LP (A PRIVATE FUND LIMITED PARTNERSHIP)) AND PK CAPITAL MANAGEMENT II, LLC (THE GP OF I4301 CAPITALGROWTH FUND (A PRIVATE FUND LIMITED PARTNERSHIP)), INVESTMENT RELATED, INSURANCE AGENT/MANAGING PARTNER, 5088 CORPORATE EXCHANGE SUITE 200, GRAND RAPIDS MI 49512, RESPONSIBLE FOR SELLING LIFE AND DISABILITY INSURANCE AS WELL AS INVESTMENT ADVICE FOR HEDGE FUNDS, 08/2018, 40+ HOURS/MONTH, 40+ HOURS/MONTH DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-06 |
Reach out to this advisor