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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

Todd W Talbot

Advisor at CREATIVEONE WEALTH, LLC

Birmingham, AL | OVERLAND PARK, KS

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 4, 2000 to Sep 15, 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: Jul 7, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Jul 7, 2000
First registration: Aug 4, 2000
Dual registered: no
Other names: Todd William Talbot|Todd Talbot
IAPD individual key: 4197828

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	Apr 21, 2023	n/a	yes	Birmingham, AL\|OVERLAND PARK, KS	Current employment
CHITWOOD-LINDBERG WEALTH MANAGEMENT	Former SEC adviser	Aug 22, 2017	Oct 31, 2018	no	BIRMINGHAM, AL	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Aug 16, 2017	May 4, 2023	no	BIRMINGHAM, AL\|BIRMINGHAM, AL\|Birmingham, AL\|BIRMINGHAM, AL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Aug 22, 2014	Aug 16, 2017	no	Birmingham, AL	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jul 2, 2013	Aug 6, 2014	no	TRUSSVILLE, AL	Previous registration
PRINCIPAL SECURITIES, INC.	Bd affiliated wealth	Sep 12, 2008	Jul 18, 2013	no	Birmingham, AL	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Aug 4, 2000	Jun 18, 2007	no	BIRMINGHAM, AL\|BIRMINGHAM, AL	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
CONCOURSE FINANCIAL GROUP ADVISORS	CHITWOOD-LINDBERG WEALTH MANAGEMENT	May 4, 2023	Aug 22, 2017	-2,081	Firm change after gap	Other
CHITWOOD-LINDBERG WEALTH MANAGEMENT	CREATIVEONE WEALTH, LLC	Oct 31, 2018	Apr 21, 2023	1,633	Firm change after gap	Other
PRINCIPAL SECURITIES, INC.	CONCOURSE FINANCIAL GROUP ADVISORS	Aug 16, 2017	Aug 16, 2017	0	Firm change	Other
EQUITABLE ADVISORS, LLC	PRINCIPAL SECURITIES, INC.	Aug 6, 2014	Aug 22, 2014	16	Firm change	Other
PRINCIPAL SECURITIES, INC.	EQUITABLE ADVISORS, LLC	Jul 18, 2013	Jul 2, 2013	-16	Firm change	Other
CONCOURSE FINANCIAL GROUP ADVISORS	PRINCIPAL SECURITIES, INC.	Jun 18, 2007	Sep 12, 2008	452	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
15708:149832:AL:2023-05-04	May 4, 2023	Aug 22, 2017	BIRMINGHAM, AL	Firm change after gap
149832:281213:AL:2018-10-31	Oct 31, 2018	Apr 21, 2023	BIRMINGHAM, AL	Firm change after gap

Relationships

Registered with (5)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Apr 21, 2023 to presentfactForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Aug 16, 2017 to May 4, 2023factForm ADV
→ CHITWOOD-LINDBERG WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 22, 2017 to Oct 31, 2018factForm ADV
→ PRINCIPAL SECURITIES, INC.Registered adviserregistration: previous registration
Aug 22, 2014 to Aug 16, 2017factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 2, 2013 to Aug 6, 2014factForm ADV

Dated events

Occurred
May 4, 2023
Advisor changed firm
Todd W Talbot left Concourse Financial Group Advisors for Chitwood-Lindberg Wealth Management (registered 2017-08-22)
Form ADVobserved 6 days ago