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Nathaniel Larue Reeder

Creativeone Wealth, LLC

Overland Park, KS

Urbandale, IA

CRD 3174599

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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:

Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2021-10-18
  • IA RA
    APPROVED
    Since 2021-10-18

Branch Locations

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

7701 Douglas Avenue, Urbandale, IA 50322 • 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
Broker Dealer Financial Services Corp. West Des Moines IA 11/2013 12/2016
Brokers International Financial Services, Llc. Urbandale IA 01/2017 10/2021
Changepath, Llc Leawood KS 10/2021 Present
  • 11/2013 → 12/2016
    Broker Dealer Financial Services Corp.
    West Des Moines, IA
  • 01/2017 → 10/2021
    Brokers International Financial Services, Llc.
    Urbandale, IA
  • 10/2021 → Present
    Changepath, Llc
    Leawood, KS
Previous Registrations
Other Businesses

1. Fortress Wealth Management; 2894 106th Street Ste 120, Urbandale IA 50322; Insurance and Annuity Business - Advisor; 01/01/2017; 80 hrs per month - 40 hrs during trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-11
S63 Uniform Securities Agent State Law Examination 2009-01-30
  • S65 Uniform Investment Adviser Law Examination
    2012-12-11
  • S63 Uniform Securities Agent State Law Examination
    2009-01-30
Other Names
  • Nathan Larue Reeder
  • Nathaniel L Reeder

View on SEC IAPD

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