Garth Wolf Porterfield

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

• 02/2010 → 06/2020
  Edward Jones
  St. Louis, MO
• 06/2020 → 10/2020
  Partnervest Advisory Services, Llc
  Santa Barbara, CA
• 10/2020 → Present
  Creativeone Securities, Llc Formerly Changepath, Llc
  Leawood, KS
• 06/2020 → Present
  Porterfield Wealth Management
  Pismo Beach, CA

Previous Registrations

• 2020-06-22 → 2020-11-05
  Partnervest Advisory Services Llc
  Santa Barbara, CA
  Pismo Beach, CA
• 2010-04-19 → 2020-06-23
  Edward Jones
  Pismo Beach, CA
  Grover Beach, CA
  St Louis, MO

Other Businesses

1.) Garth Porterfield provides insurance services through Partnervest Insurance Services, LLC (PI), an insurance agency. PI and its representatives receive commissions for executing insurance product transactions for clients, which could constitute a conflict of interest should the client select PI as their insurance agency. Clients are under no obligation to purchase insurance products recommended or to purchase them through Garth Porterfield or PI. 2.) Rancho Nuevo Neighborhood Association; not investment related; Rancho Nuevo Subdivision FEDERAL HIGHWAY 19, KM 73 La Paz, Baja California Sur, Mexico 23363; HOA/Civil Association; Vice President; 1/2026; 2-4 hrs/mo; 0 hrs/mo; Vice-President: ? Serves as Vice-President of the Board of Directors for a Mexican homeowners/owners association. ? Acts in place of the President when the President is absent or the position is vacant, with member approval.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-16

Other Names

• Garth Porterfield