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RIA / WealthAdvisor34 years in industry

KEVIN MICHAEL OBRIEN

Advisor at CREATIVE FINANCIAL STRATEGIES, INC.

LITTLETON, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8ca1de4e-a3ac-d111-3fae-317c23fc00b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 9, 1995 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: CREATIVE FINANCIAL STRATEGIES, INC.
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 14, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 30derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Aug 14, 1992
First registration: Oct 9, 1995
Dual registered: no
IAPD individual key: 815716

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
CREATIVE FINANCIAL STRATEGIES, INC.	State registered	Nov 2, 1995	n/a	yes	LITTLETON, NH	Current employment
WALNUT STREET SECURITIES, INC.	Former SEC adviser	Aug 1, 2003	Mar 31, 2005	no	LITTLETON, NH	Previous registration
CREATIVE FINANCIAL STRATEGIES, INC.	State registered	Nov 2, 1995	Dec 31, 2002	no	LITTLETON, NH	Previous registration
NATHAN & LEWIS SECURITIES, INC.	n/a	Oct 9, 1995	Aug 1, 2003	no	LITTLETON, NH	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
WALNUT STREET SECURITIES, INC.	n/a	Mar 31, 2005	n/a	n/a	Departure no registered destination	Departure
NATHAN & LEWIS SECURITIES, INC.	CREATIVE FINANCIAL STRATEGIES, INC.	Aug 1, 2003	Nov 2, 1995	-2,829	Firm change after gap	Other

Relationships

Registered with (3)

→ CREATIVE FINANCIAL STRATEGIES, INC.Registered adviserregistration: previous registration
Nov 2, 1995 to Dec 31, 2002factForm ADV
→ WALNUT STREET SECURITIES, INC.Registered adviserregistration: previous registration
Aug 1, 2003 to Mar 31, 2005factForm ADV
→ NATHAN & LEWIS SECURITIES, INC.Registered adviserregistration: previous registration
Oct 9, 1995 to Aug 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ca1de4e-a3ac-d111-3fae-317c23fc00b5
First observed: Oct 9, 1995
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KEVIN MICHAEL OBRIEN

Advisor at CREATIVE FINANCIAL STRATEGIES, INC.

LITTLETON, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8ca1de4e-a3ac-d111-3fae-317c23fc00b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CREATIVE FINANCIAL STRATEGIES, INC.

State registered

Nov 2, 1995

n/a

yes

LITTLETON, NH

Current employment

WALNUT STREET SECURITIES, INC.

Former SEC adviser

Aug 1, 2003

Mar 31, 2005

LITTLETON, NH

Previous registration

CREATIVE FINANCIAL STRATEGIES, INC.

State registered

Nov 2, 1995

Dec 31, 2002

LITTLETON, NH

Previous registration

NATHAN & LEWIS SECURITIES, INC.

n/a

Oct 9, 1995

Aug 1, 2003

LITTLETON, NH

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WALNUT STREET SECURITIES, INC.

n/a

Mar 31, 2005

n/a

Departure no registered destination

Departure

NATHAN & LEWIS SECURITIES, INC.

CREATIVE FINANCIAL STRATEGIES, INC.

Aug 1, 2003

Nov 2, 1995

-2,829

Firm change after gap

Other