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RIA / WealthAdvisor27 years in industry

JEFFREY MARTIN WINTER

Advisor at CREATIVEONE WEALTH, LLC

OVERLAND PARK, KS | CLARKSVILLE, TN | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:9269d469-bfe0-ca09-afa2-173e769c341e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jan 24, 2006 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: Aug 28, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 28, 1999
First registration: Jan 24, 2006
Dual registered: no
Other names: JEFF MARTIN WINTER
IAPD individual key: 3259009

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	May 5, 2022	n/a	yes	OVERLAND PARK, KS\|CLARKSVILLE, TN\|SCOTTSDALE, AZ	Current employment
STRATEGIC WEALTH ADVISORS GROUP, INC.	Independent wealth	Jan 9, 2017	Nov 13, 2017	no	UTICA, MI\|UTICA, MI	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Mar 29, 2016	Jan 4, 2017	no	Clinton Township, MI\|ARDEN HILLS, MN	Previous registration
UNITED ADVISORS AMERICA	Independent wealth	Feb 2, 2012	Aug 20, 2014	no	PROSPER, TX	Previous registration
INVESTMENT CENTERS OF AMERICA, INC.	Former SEC adviser	Jan 20, 2010	Aug 10, 2010	no	FARMINGTON HILLS, MI\|BISMARCK, ND\|FARMINGTON HILLS, MI\|FERNDALE, MI\|CLINTON TOWNSHIP, MI\|BIRMINGHAM, MI	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Oct 9, 2008	Mar 20, 2009	no	BLOOMFIELD HILLS, MI	Previous registration
AMERIPRISE ADVISOR SERVICES, INC.	n/a	Jan 24, 2006	Mar 26, 2007	no	TROY, MI	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
STRATEGIC WEALTH ADVISORS GROUP, INC.	CREATIVEONE WEALTH, LLC	Nov 13, 2017	May 5, 2022	1,634	Firm change after gap	RIA to RIA
GRADIENT ADVISORS, LLC	STRATEGIC WEALTH ADVISORS GROUP, INC.	Jan 4, 2017	Jan 9, 2017	5	Firm change	Other
UNITED ADVISORS AMERICA	GRADIENT ADVISORS, LLC	Aug 20, 2014	Mar 29, 2016	587	Firm change after gap	Other
INVESTMENT CENTERS OF AMERICA, INC.	UNITED ADVISORS AMERICA	Aug 10, 2010	Feb 2, 2012	541	Firm change after gap	Other
FSC SECURITIES CORPORATION	INVESTMENT CENTERS OF AMERICA, INC.	Mar 20, 2009	Jan 20, 2010	306	Firm change	Other
AMERIPRISE ADVISOR SERVICES, INC.	FSC SECURITIES CORPORATION	Mar 26, 2007	Oct 9, 2008	563	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
152665:285863:MN:2016-12-31	Jan 4, 2017	Jan 9, 2017	ARDEN HILLS, MN	Firm change

Relationships

Registered with (7)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
May 5, 2022 to presentfactForm ADV
→ STRATEGIC WEALTH ADVISORS GROUP, INC.Registered adviserregistration: previous registration
Jan 9, 2017 to Nov 13, 2017factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 29, 2016 to Jan 4, 2017factForm ADV
→ UNITED ADVISORS AMERICARegistered adviserregistration: previous registration
Feb 2, 2012 to Aug 20, 2014factForm ADV
→ INVESTMENT CENTERS OF AMERICA, INC.Registered adviserregistration: previous registration
Jan 20, 2010 to Aug 10, 2010factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 9, 2008 to Mar 20, 2009factForm ADV
→ AMERIPRISE ADVISOR SERVICES, INC.Registered adviserregistration: previous registration
Jan 24, 2006 to Mar 26, 2007factForm ADV

Dated events

No dated event names this entity yet.