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RIA / WealthAdvisorCertified Financial Planner21 years in industry

JOSEPH L GAGNON

Advisor at CREATIVEONE WEALTH, LLC

OVERLAND PARK, KS | Santa Barbara, CA

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Search this name across graphsid dfx:ria:0c3b5a77-a89f-8a77-db79-8a2251435407

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 20, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 20, 2004
First registration: Jan 1, 2005
Dual registered: no
Other names: JOSEPH LOUIS GAGNON|JOSEPH GAGNON
IAPD individual key: 4857998

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE WEALTH, LLC	Independent wealth	Oct 27, 2020	n/a	yes	OVERLAND PARK, KS\|Santa Barbara, CA	Current employment
PARTNERVEST ADVISORY SERVICES LLC	Former SEC adviser	Jan 3, 2013	Nov 5, 2020	no	SANTA BARBARA, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 12, 2010	Jan 11, 2013	no	SANTA BARBARA, CA	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Jan 1, 2005	Mar 25, 2009	no	SANTA BARBARA, CA\|SANTA BARBARA, CA\|SANTA BARBARA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PARTNERVEST ADVISORY SERVICES LLC	CREATIVEONE WEALTH, LLC	Nov 5, 2020	Oct 27, 2020	-9	Bulk transfer	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	PARTNERVEST ADVISORY SERVICES LLC	Jan 11, 2013	Jan 3, 2013	-8	Firm change	Other
WELLS FARGO INVESTMENTS, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Mar 25, 2009	Apr 12, 2010	383	Firm change	Other

Relationships

Registered with (4)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Oct 27, 2020 to presentfactForm ADV
→ PARTNERVEST ADVISORY SERVICES LLCRegistered adviserregistration: previous registration
Jan 3, 2013 to Nov 5, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 12, 2010 to Jan 11, 2013factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jan 1, 2005 to Mar 25, 2009factForm ADV

Dated events

No dated event names this entity yet.