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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 |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-11 |
Branch Locations
3100 S National Ave Ste 102, Springfield, MO 65807 • 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 |
|---|---|---|---|---|
| Advantage Retirement Services | Springfield | MO | 07/2026 | Present |
| The Miller Group | St. Louis | MO | 01/2018 | 07/2026 |
| Triad Fitness Supplements Nutrition | Oklahoma City | OK | 08/2015 | 12/2017 |
| Creativeone Wealth, Llc | Overland Park | KS | 07/2026 | Present |
1) Advantage Retirement Services; investment-related; Retirement income planning, wealth management, and social security strategies (includes sale of annuities); Investment Adviser Representative; 07/2026; 160 hrs/mo; 140 hrs/mo; Retirement income planning, wealth management, and social security strategies 2) Miller Family Farms LLC; Not investment-related; 6452 N Crystal Valley Lane, Springfield, MO 65803; Livestock farm; Co-Owner/Operator; 05/2025; 56 hrs/mo; 0 hrs/mo; Ongoing maintenance and growth of the livestock farm 3) Keller Williams Local; Not invest-related; 1619 E Independence St, Springfield, MO 65804; Residential real estate agent services; Independent Real-Estate Agent; 03/2026; 20 hrs/mo; 0 hrs/mo; Residential real estate agent services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-22 |
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