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RIA / WealthAdvisor38 years in industry

STEVEN HARVERD GREIG

Advisor at CREATIVEONE WEALTH, LLC

West Des Moines, IA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:6a33c925-40a4-5f69-a43e-123baf89d937

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 5
On other graphs: 0
Observed: Jun 4, 2009 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: Jan 11, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Exams: S66|S65|S63
First exam: Jan 11, 1988
First registration: Jun 4, 2009
Dual registered: no
Other names: STEVE GREIG|STEVEN HARVARD GREIG
IAPD individual key: 1786473

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	Jul 17, 2026	n/a	yes	West Des Moines, IA\|OVERLAND PARK, KS	Current employment
IAMS WEALTH MANAGEMENT, LLC	Independent wealth	Jul 17, 2025	Jul 20, 2026	no	West Des Moines, IA\|OMAHA, NE\|West Des Moines, IA	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Jan 15, 2025	Jul 16, 2025	no	West Des Moines, IA\|ARDEN HILLS, MN	Previous registration
CREATIVEONE WEALTH, LLC	Independent wealth	Jul 12, 2024	Jan 28, 2025	no	West Des Moines, IA\|OVERLAND PARK, KS	Previous registration
SIMPLICITY WEALTH	Mixed wealth	Jan 31, 2024	Jul 12, 2024	no	SUMMIT, NJ\|West Des Moines, IA	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Oct 2, 2023	Jan 17, 2024	no	WHEATON, IL\|West Des Moines, IA	Previous registration
FORTRESS WEALTH MANAGEMENT	n/a	Aug 21, 2013	Dec 4, 2017	no	URBANDALE, IA	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Dec 21, 2012	Aug 19, 2013	no	URBANDALE, IA\|MINNETONKA, MN	Previous registration
INVESTMENT ADVISORS CORP	Former SEC adviser	Jun 4, 2009	Dec 31, 2010	no	URBANDALE, IA	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
IAMS WEALTH MANAGEMENT, LLC	CREATIVEONE WEALTH, LLC	Jul 20, 2026	Jul 17, 2026	-3	Firm change	RIA to RIA
GRADIENT ADVISORS, LLC	IAMS WEALTH MANAGEMENT, LLC	Jul 16, 2025	Jul 17, 2025	1	Firm change	RIA to RIA
CREATIVEONE WEALTH, LLC	GRADIENT ADVISORS, LLC	Jan 28, 2025	Jan 15, 2025	-13	Firm change	RIA to RIA
SIMPLICITY WEALTH	CREATIVEONE WEALTH, LLC	Jul 12, 2024	Jul 12, 2024	0	Firm change	Other
BROOKSTONE WEALTH ADVISORS, LLC	SIMPLICITY WEALTH	Jan 17, 2024	Jan 31, 2024	14	Firm change	Other
FORTRESS WEALTH MANAGEMENT	BROOKSTONE WEALTH ADVISORS, LLC	Dec 4, 2017	Oct 2, 2023	2,128	Firm change after gap	Other
CETERA ADVISOR NETWORKS LLC	FORTRESS WEALTH MANAGEMENT	Aug 19, 2013	Aug 21, 2013	2	Firm change	Other
INVESTMENT ADVISORS CORP	CETERA ADVISOR NETWORKS LLC	Dec 31, 2010	Dec 21, 2012	721	Firm change after gap	Other

Relationships

Registered with (8)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: previous registration
Jul 12, 2024 to Jan 28, 2025factForm ADV
→ IAMS WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 17, 2025 to Jul 20, 2026factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 15, 2025 to Jul 16, 2025factForm ADV
→ SIMPLICITY WEALTHRegistered adviserregistration: previous registration
Jan 31, 2024 to Jul 12, 2024factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 2, 2023 to Jan 17, 2024factForm ADV
→ FORTRESS WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Aug 21, 2013 to Dec 4, 2017factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Dec 21, 2012 to Aug 19, 2013factForm ADV
→ INVESTMENT ADVISORS CORPRegistered adviserregistration: previous registration
Jun 4, 2009 to Dec 31, 2010factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Steven Harverd Greig left Iams Wealth Management, Llc for Creativeone Wealth, Llc (registered 2026-07-17)
Form ADVobserved 6 days ago
Occurred
Jul 16, 2025
Advisor changed firm
Steven Harverd Greig left Gradient Advisors, Llc for Iams Wealth Management, Llc (registered 2025-07-17)
Form ADVobserved 6 days ago
Occurred
Jan 28, 2025
Advisor changed firm
Steven Harverd Greig left Creativeone Wealth, Llc for Gradient Advisors, Llc (registered 2025-01-15)
Form ADVobserved 6 days ago
Occurred
Jul 12, 2024
Advisor changed firm
Steven Harverd Greig left Simplicity Wealth for Creativeone Wealth, Llc (registered 2024-07-12)
Form ADVobserved 6 days ago
Occurred
Jan 17, 2024
Advisor changed firm
Steven Harverd Greig left Brookstone Wealth Advisors, Llc for Simplicity Wealth (registered 2024-01-31)
Form ADVobserved 6 days ago