Abraham Samaniego Perez

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

• 10/2013 → 07/2022
  Becker Retirement Group
  Bellevue, WA
• 11/2016 → 10/2022
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2022 → 05/2023
  B.O.S.S Retirement Advisors, Llc
  Lehi, UT
• 06/2022 → 05/2023
  B.O.S.S. Retirement Solutions
  Lehi, UT
• 06/2023 → Present
  Creativeone Wealth
  Overland Park, KS
• 06/2023 → Present
  Narrativ Retirement, Llc
  Bellevue, WA

Previous Registrations

• 2022-06-27 → 2023-06-28
  B.O.S.S. Retirement Advisors, Llc
  Lehi, UT
  Bellevue, WA
• 2016-11-21 → 2022-10-04
  Ae Wealth Management, Llc
  Bellevue, WA
  Bothell, WA

Other Businesses

NARATIV RETIREMENT, LLC; BELLEVUE, WA; INVESTMENT RELATED; OWNER; OFFERING INSURANCE AND INVESTMENT ADVISORY SERVICES THROUGH THIS BRAND; START DATE 06/2023; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-17

Other Names

• Abe Perez