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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-01-20
  • MO RA
    APPROVED
    Since 2023-01-20

Branch Locations

4650 S National Ave, Springfield, MO 65810 • United States

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creativeone Wealth, Llc Overland Park KS 01/2023 Present
Advantage Retirement Services Springfield MO 01/2022 Present
Juli Russell Design Group/Bkdc Springfield MO 06/2019 12/2022
Missouri State University Springfield MO 08/2016 06/2019
  • 01/2023 → Present
    Overland Park, KS
  • 01/2022 → Present
    Advantage Retirement Services
    Springfield, MO
  • 06/2019 → 12/2022
    Juli Russell Design Group/Bkdc
    Springfield, MO
  • 08/2016 → 06/2019
    Missouri State University
    Springfield, MO
Other Businesses

Advantage Retirement Services, Non Investment-related, 4650 S National Ave. Springfield MO 65810, Insurance Sales, Partner, 12/2021, 120 hr/mn, 120 hr/mn during trading, sell annuity products

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-10
  • S65 Uniform Investment Adviser Law Examination
    2023-01-10
Other Names
  • Gracie Gann

View on SEC IAPD

Other Firms

Other Investors

Other Offices

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