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Current Employers
Creativeone Wealth, Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-05-09
  • IL RA
    APPROVED
    Since 2024-05-09

Branch Locations

201 North Main Street, Unit 2, Port Byron, IL 61275 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Safe Money Concepts, Inc. Port Byron IL 08/2006 05/2024
Ae Wealth Management Topeka KS 08/2016 05/2024
Creativeone Wealth, Llc Overland Park KS 05/2024 Present
  • 08/2006 → 05/2024
    Safe Money Concepts, Inc.
    Port Byron, IL
  • 08/2016 → 05/2024
    Ae Wealth Management
    Topeka, KS
  • 05/2024 → Present
    Overland Park, KS
Previous Registrations
Other Businesses

SAFE MONEY CONCEPTS, INC., NONINVESTMENT RELATED, 201 N MAIN ST, UNIT 1, PORT BYRON, IL 61275, FIXED INSURANCE SALES AND MARKETING, CEO, 2006, 120/MONTH, 120/TRADING. SCOTT SIDOR, INVESTMENT RELATED, 201 N MAIN ST, UNIT 1 PORT BYRON, IL 61275, BOOKEEPING,BOOKEEPER, 2/1/2018, 8/MONTH, 0/TRADING, BOOKEEPING AND MAIL STATEMENTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-09-10
S63 Uniform Securities Agent State Law Examination 1999-04-28
  • S65 Uniform Investment Adviser Law Examination
    2007-09-10
  • S63 Uniform Securities Agent State Law Examination
    1999-04-28

View on SEC IAPD

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