DFX Intelligence
Advisors
Advisors registered through Creativeone Wealth, LLCAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
218 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Danny Eugene Ward | Creativeone Wealth, LLC independent RIA | Overland Park, Ks | Jan 1, 2026 | 28 y | 5 | 1 |
| Joseph William Wehrly | Creativeone Wealth, LLC independent RIA | Kingwood, Tx | Sep 1, 2023 | 22 y | 2 | 1 |
| Nathaniel S. Wheeler | Creativeone Wealth, LLC independent RIA | Overland Park, Ks | Mar 7, 2025 | 15 y | 0 | 1 |
| L••••• J••••••• W•••• Certified Financial Planner, Chartered Financial Consultant | C••••••••• W•••••• L•• independent RIA | Flowood, Ms | Mar 14, 2019 | 12 y | 0 | 1 |
| P•••••• C•••••• W•••••• | C••••••••• W•••••• L•• independent RIA | Kirkwood, Mo | Dec 22, 2023 | 12 y | 1 | 2 |
| C••••••• W••••••• | C••••••••• W•••••• L•• independent RIA | Katy, Tx | Dec 13, 2024 | 14 y | 1 | 1 |
| E••• L•••••• W••••• dual registrant | C••••••••• W•••••• L•• independent RIA | Overland Park, Ks | Jan 1, 2025 | 14 y | 1 | 1 |
| C••••• B•••• W••••• | C••••••••• W•••••• L•• independent RIA | Overland Park, Ks | Jan 4, 2021 | 28 y | 5 | 3 |
| D••••• E••••• W••• Chartered Financial Consultant | C••••••••• W•••••• L•• independent RIA | Overland Park, Ks | Nov 9, 2017 | 45 y | 4 | 3 |
| J•••••• M••••• W••••• | C••••••••• W•••••• L•• independent RIA | Overland Park, Ks | May 5, 2022 | 27 y | 6 | 2 |
| J•••• R••••• W••• | C••••••••• W•••••• L•• independent RIA | Overland Park, Ks | Jan 1, 2025 | 30 y | 1 | 1 |
| E••• S••••• W•••••••• | C••••••••• W•••••• L•• independent RIA | Wellston, Oh | Sep 27, 2022 | 22 y | 0 | 1 |
| S•••• M•••••• W•••••• | C••••••••• W•••••• L•• independent RIA | Overland Park, Ks | Nov 13, 2025 | 11 y | 1 | 1 |
| B•••• K•••• W••••• | C••••••••• W•••••• L•• independent RIA | Overland Park, Ks | Jun 25, 2024 | 19 y | 4 | 2 |
| Z•••••• A•••• Y••••• | C••••••••• W•••••• L•• independent RIA | Centennial, Co | Sep 2, 2025 | 13 y | 0 | 1 |
| M•••••• D••• Y•••• | C••••••••• W•••••• L•• independent RIA | Overland Park, Ks | May 29, 2025 | 14 y | 0 | 1 |
| J•••• D• Z•••• | C••••••••• W•••••• L•• independent RIA | New Albany, Oh | Jan 5, 2017 | 30 y | 2 | 1 |
| T••• P•••••• Z•••••• Chartered Financial Consultant · dual registrant | C••••••••• W•••••• L•• independent RIA | Topeka, Ks | Apr 15, 2021 | 29 y | 1 | 2 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 5 of 5Previous