Donald Kenneth Orban

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

• 11/2014 → 02/2018
  Midwest Retirement Solutions
  West Des Moines, IA
• 02/2018 → 04/2018
  Ae Wealth Management, Llc
  Topeka, KS
• 02/2018 → Present
  Midwest Retirement Advisors
  West Des Moines, IA
• 05/2020 → Present
  Creativeone Wealth
  Overland Park, KS
• 04/2018 → 05/2020
  Corecap Advisors
  Southfield, MI

Previous Registrations

• 2018-04-20 → 2020-05-29
  Corecap Advisors
  Adel, IA
  Southfield, MI
• 2018-02-15 → 2018-04-24
  Ae Wealth Management, Llc
  West Des Moines, IA
  Omaha, NE

Other Businesses

MIDWEST RETIREMENT ADVISORS; INVESTMENT RELATED; WEST DES MOINES, IA ; FIXED ANNUITY AND LIFE INSURANCE SALES AND SERVICE; START DATE 3/2012; 160 HOURS PER MONTH, DURING SECURITIES TRADING HOURS. MIDWEST RETIREMENT ADVISORS (DBA); NOT INVESTMENT RELATED; WEST DES MOINES, IA; OWNER/PRESIDENT; START DATE 2/2018; 5 HOURS PER MONTH, DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-10-18

Other Names

• Don Orban
• Donny Orban
• Donald Kenneth Orban
• Donald Kenneth Orban