DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Chang Shin

Creativeone Securities, LLCBD affiliatedOverland Park, Ks dual registrantIAPD 2605773

Feed of 09/14/2026

Also filed as Chang Yong Shin

At current firm

1 y

since Oct 18, 2024

In the industry

31 y

since Apr 28, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: CCOreportedcreativeonesecurities.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Creativeone Securities, LLC BD affiliated current
since May 26, 2026 · Overland Park, Ks
Creativeone Wealth, LLC independent RIA current
since Oct 18, 2024 · Overland Park, Ks
Ae Wealth Management, LLC BD affiliated
Nov 1, 2023 to Jun 18, 2024 · Lenexa, Ks
Scout Investments, Inc. asset manager
Oct 23, 2018 to Nov 8, 2023 · Kansas City, Mo
Edelman Financial Engines independent RIA
Nov 30, 2016 to Dec 19, 2017 · Overland Park, Ks
Financial Engines Advisor Center, LLC former
Jun 28, 2007 to Nov 30, 2016 · Overland Park, Ks
American Century Advisory Services, Inc. former
Apr 13, 2007 to Jun 6, 2007 · Kansas City, Mo
American Century Advisory Services, Inc. former
Oct 7, 2002 to Feb 10, 2003 · Littleton, Co

Moves

a registration end followed by a registration begin elsewhere

Ae Wealth Management, LLC to Creativeone Wealth, LLC
left Jun 18, 2024, registered Oct 18, 2024 (122 days) · RIA to RIA
Scout Investments, Inc. to Ae Wealth Management, LLC
left Nov 8, 2023, registered Nov 1, 2023 (-7 days) · Other
Edelman Financial Engines to Scout Investments, Inc.
left Dec 19, 2017, registered Oct 23, 2018 (308 days) · Other
Financial Engines Advisor Center, LLC to Edelman Financial Engines
left Nov 30, 2016, registered Nov 30, 2016 (0 days) · corporate re-registration, not a move
American Century Advisory Services, Inc. to Financial Engines Advisor Center, LLC
left Jun 6, 2007, registered Jun 28, 2007 (22 days) · Other

Signals

Chang Shin left Ae Wealth Management, Llc for Creativeone Wealth, Llc (registered 2024-10-18)
Jun 18, 2024 · Advisor changed firm · fact
Chang Shin left Scout Investments, Inc. for Ae Wealth Management, Llc (registered 2023-11-01)
Nov 8, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 31derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address