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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2024-04-29 |
Branch Locations
411 E. Bonneville Ave, Suite 430, Las Vegas, NV 89101 • United States
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
6900 East Camelback Rd, Ste 990, Scottsdale, AZ 85251 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Las Vegas | NV | 06/2016 | 03/2021 |
| New York Life Insurance | Las Vegas | NV | 04/2016 | 03/2021 |
| Eagle Strategies Llc | Las Vegas | NV | 11/2016 | 03/2021 |
| Alphastar Capital Management, Llc | Cornelius | NC | 03/2021 | 01/2023 |
| Gold Standard Wealth Management, Llc | Las Vegas | NV | 03/2021 | Present |
| Portsmouth Smartlife Financial Group Llc | Las Vegas | NV | 12/2022 | 10/2023 |
| Portsmouth Financial Services | San Francisco | CA | 02/2023 | 10/2023 |
| Creativeone Wealth | Overland Park | KS | 10/2023 | Present |
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 19520 West Catawba Ave | Ste 200 | Cornelius, NC 28031; 10 hours per month; commissions] Gold Standard Wealth Management, LLC - Investment Related - Las Vegas NV 89101 - President - 3/1/2021 40 hours per month 20 hours during trading Financial Planning - Salary and Commissions
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-05-31 |
| S66 | Uniform Combined State Law Examination | 2012-10-23 |
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