Colin Marshall Golec

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

• 08/2026 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 12/2023 → Present
  The Capital Concierge
  Lawrence, KS
• 05/2024 → 08/2024
  Eldridge Industries
  Topeka, KS
• 05/2025 → 07/2025
  Brg
  Los Angeles, CA
• 05/2016 → 05/2026
  Student
  Lawrence, KS

Other Businesses

1) The Capital Concierge; Investment-related; 1026 Westdale Rd, Lawrence, KS 66049; Financial advising; Financial Advisor; 08/2026; 160 hrs/mo; 160 hrs/mo; Manage client relationships and develop personalized financial plans covering retirement, investment, tax, estate, and insurance needs based on individual goals and risk tolerance. 2) Wine Dive and Kitchen; Not investment-related; 741 Massachusetts, Lawrence, KS 66044; Restaurant; Bartender; 10/2024; 5 hrs/mo; 0 hrs/mo; Bartender.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-02

Other Names

• Colin Golec
• Colin M Golec