Curtis Brian Wilson

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

• 12/2006 → Present
  Summit Investment Group, Llc
  Tulsa, OK
• 11/2012 → 12/2020
  Beam Asset Management
  Covington, LA
• 07/2015 → 12/2020
  Securities America Inc
  Tulsa, OK
• 01/2021 → Present
  Changepath, Llc
  Leawood, KS

Previous Registrations

• 2012-11-20 → 2020-12-31
  Beam Wealth Advisors, Inc.
  Covington, LA
  Tulsa, OK
  Tulsa, OK
• 2006-12-12 → 2012-12-31
  Summit Investment Group, Llc
  Tulsa, OK
• 2006-06-19 → 2007-03-14
  Fwc Wealth Advisors Llp
  Tulsa, OK
• 2004-03-31 → 2004-12-31
  Geneos Wealth Management, Inc.
  Tulsa, OK
• 1999-01-11 → 2004-04-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tulsa, OK

Other Businesses

***Summit Investment Group, LLC - DBA ***CURTIS WILSON POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2004 ADDRESS: 10505 S. 68Th E. Ave, Tulsa OK 74133 DESCRIPTION: Retirement Planning. Needs based selling of Life Insurance, Fixed Indexed Annuities, possible health insurance to meet the retirement goals of pre-retirees and retirees.

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-12-01
• S65 Uniform Investment Adviser Law Examination
  1998-01-19

Other Names

• Curt Wilson