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.
SEC-registered adviser
Creativeone Wealth, LLC
Latest filing May 4, 2026
First filing on the tape Sep 14, 2015 · 68 filings
SEC status approved since Sep 25, 2015
RAUM
$6.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
93%
$5.8B individuals and HNW
Advisors
223
registered through the firm on IAPD
RAUM per advisor
$28.0M
derived; firm RAUM over IAPD count
Employees
222
203 advisory (5.B.1)
Offices
108
beyond the principal office
Private funds
0
reported on Schedule D
History
68 filings and snapshots on the tape
RAUM$6.3B as of May 4, 2026
Feb 5, 2016$10,000 then
HNW client RAUM$2.2B as of May 4, 2026
Mar 30, 2018$38.2M then
State-registered IARs (5.B.3)203 as of May 4, 2026
Feb 5, 20162 then
Employees (5.A)222 as of May 4, 2026
Feb 5, 20162 then
Private funds: no history
RAUM +29% over the last fiscal year+29% a year over threeIARs 197 to 203
Practice profile
derived from the filing of May 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- RAUM per advisor
- $28.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 99derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.3MderivedHNW RAUM over HNW clients
- Average account
- $176,477derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived109 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- +3.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +19%derived
- Compensation
- percentage of assets, hourly, fixed fees, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for investment companies, selection of other advisers, publications, educational seminars, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$3.6B58%
- High-net-worth individuals$2.2B36%
- Corporations and businesses$252M4.0%
- Investment companies$75.7M1.2%
- Pension and profit-sharing plans$48.1M0.8%
- Charitable organizations$33.9M0.5%
- Individual clients
- 20,326reported
- HNW clients
- 1,738reported
- Pension plan clients
- 73reported
- Charitable clients
- 21reported
- Accounts
- 35,425reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.93 fund_share=0.01 institutional_share=0.01 related_bd=true related_bank=false bd_reps=24.0derived
Advisors registered through the firm
218 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Hardaway Hays | Overland Park, Ks | Jan 3, 2017 | 37 y | 1 |
| Timothy Schrader | Overland Park, Ks | Jan 3, 2017 | 45 y | 0 |
| Matthew John Green | Overland Park, Ks | Jan 5, 2017 | 27 y | 1 |
| James D Zifer | New Albany, Oh | Jan 5, 2017 | 30 y | 2 |
| Theodore Robert Meyer | Scottsdale, Az | Jan 26, 2017 | 20 y | 4 |
| Shari Lynn BevanChartered Financial Consultant | Greenville, Sc | Feb 21, 2017 | 26 y | 0 |
| Matthew Nikhilesh GallagherCertified Financial Planner | Southlake, Tx | May 15, 2017 | 19 y | 2 |
| Gerard Vincent Dougherty | Overland Park, Ks | Oct 24, 2017 | 34 y | 3 |
| Dennis Eugene WiltChartered Financial Consultant | Overland Park, Ks | Nov 9, 2017 | 45 y | 4 |
| Lars Larsen | Overland Park, Ks | Dec 11, 2017 | 20 y | 2 |
| Wayne Scott Brunt | Phoenix, Az | Jan 22, 2018 | 33 y | 3 |
| Lance Sparks | Overland Park, Ks | Jan 26, 2018 | 13 y | 0 |
| Marty Joseph Pfannenstiel | Overland Park, Ks | Feb 19, 2018 | 10 y | 0 |
| Christen Marie Tschudin | Overland Park, Ks | Feb 20, 2018 | 20 y | 1 |
| Michael Ray Graber | Overland Park, Ks | Feb 27, 2018 | 42 y | 1 |
| Frank Joseph Jaksa III | Shawnee, Ks | Feb 27, 2018 | 22 y | 1 |
| Paul Glynn Lindsay | Cary, Nc | Jun 18, 2018 | 30 y | 5 |
| Michael H Distefano | Mequon, Wi | Jul 3, 2018 | 27 y | 2 |
| Kelly Therese Landry | Overland Park, Ks | Jul 9, 2018 | 27 y | 3 |
| Richard Charles Eddy | La Verne, Ca | Jul 20, 2018 | 21 y | 2 |
| Kelly Andrew Dunnahoo | Overland Park, Ks | Aug 17, 2018 | 32 y | 3 |
| Andrew Paul Congleton | Overland Park, Ks | Sep 24, 2018 | 17 y | 6 |
| Brian William HarroldChartered Financial Consultant | Overland Park, Ks | Sep 24, 2018 | 22 y | 4 |
| Matthew Lee Schuller | Overland Park, Ks | Sep 25, 2018 | 14 y | 0 |
| Paul Jacob Kitzrow | Grand Rapids, Mi | Oct 3, 2018 | 20 y | 4 |
| Dave Alan Buchanan | Lincoln, Ne | Oct 11, 2018 | 29 y | 3 |
| Marco Carlough Ginefra | Overland Park, Ks | Oct 15, 2018 | 12 y | 1 |
| Daniel Gilbert Gould | Overland Park, Ks | Oct 15, 2018 | 33 y | 1 |
| Erik B Bowman | Englewood, Co | Nov 30, 2018 | 15 y | 2 |
| Frank Edward Oliver | Longmont, Co | Feb 15, 2019 | 25 y | 0 |
| Lauren Journeay WhiteCertified Financial Planner, Chartered Financial Consultant | Flowood, Ms | Mar 14, 2019 | 12 y | 0 |
| Jason Paul Hutchins | Fishers, In | Apr 10, 2019 | 17 y | 1 |
| Ricardo William Cabrera | Las Vegas, Nv | Apr 22, 2019 | 17 y | 5 |
| Ronald Ray Kincaid | Spokane, Wa | May 22, 2019 | 31 y | 1 |
| Cassandra Carol Camerer | Overland Park, Ks | Jul 1, 2019 | 12 y | 2 |
| Bradley Derek HablutzelCertified Financial Planner | Centennial, Co | Aug 5, 2019 | 18 y | 3 |
| Daniel James Bartholomew | New Albany, Oh | Nov 11, 2019 | 11 y | 0 |
| Brian John Brechler | Overland Park, Ks | Dec 9, 2019 | 22 y | 2 |
| Clayton Douglas TurnerChartered Financial Consultant | Overland Park, Ks | Dec 9, 2019 | 20 y | 2 |
| Eric Seyboldt | Overland Park, Ks | Dec 20, 2019 | 19 y | 2 |
Advisor movement
26 left, 25 joined in 12 months
net -1 in 12 months2 left in 90 days7 joined in 90 daysdeparture rate 12% of current headcount52 left over 36 months
Left, latest
- Paul Groeschel-Johnson to Sequent Planning, LLCJul 10, 2026 · RIA to RIA
- James Winokur to Esi Financial AdvisorsJun 25, 2026 · RIA to RIA
- Ronald David Williamson to LPL Financial LLCJun 9, 2026 · RIA to affiliated broker-dealer or bank
- Kevin Owen Ekstrom to LPL Financial LLCJun 9, 2026 · RIA to affiliated broker-dealer or bank
- Nicholas Peter Millard to LPL Financial LLCJun 9, 2026 · RIA to affiliated broker-dealer or bank
- John Richard Kohout to Foguth Wealth Management, LLC.Jun 8, 2026 · RIA to RIA
- Laura Leigh Watson Schultz to Triad Wealth Partners, LLCMay 27, 2026 · RIA to RIA
- Austin Deimel Muller to Zacks Intelligence LLCMay 15, 2026 · RIA to RIA
- Emily Kennedy Gardner to Zacks Intelligence LLCMay 15, 2026 · RIA to RIA
- Marcy Sheer Burton to Zacks Intelligence LLCMay 15, 2026 · RIA to RIA
- Rick Orin Helbing to Accurate Wealth Management, LLCApr 15, 2026 · RIA to RIA
- Gary Charles Haack to Compass Financial Management LLCFeb 4, 2026 · RIA to RIA
- Douglas William Aumont to Financial Thinking Partner Wealth AdvisorsJan 28, 2026 · RIA to a state-registered adviser
- Alan Kent Suiter to Cornerstone Select Advisors, LLCJan 2, 2026 · RIA to RIA
- Zach Buettner to Alphastar Capital ManagementNov 24, 2025 · RIA to RIA
Joined, latest
- Robert Farril Holman from Ae Wealth Management, LLCSep 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Davied M. Miller from Strategic Advisers LLCAug 25, 2026 · Affiliated broker-dealer or bank to independent RIA
- Ju Hui Sirithasack from Raymond James Financial Services Advisors, IncAug 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Jacob Lee Snyder from Raymond James Financial Services Advisors, IncAug 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Shawn Lynn Tipping from Empower Advisory Group, LLCAug 14, 2026 · Affiliated broker-dealer or bank to independent RIA
- Michael Joseph Cajthaml from Ae Wealth Management, LLCAug 11, 2026 · Affiliated broker-dealer or bank to independent RIA
- Steven Harverd Greig from Iams Wealth Management, LLCJul 17, 2026 · RIA to RIA
- Gabriel Allyn Jewell from Northern Trust Investments, IncorporatedApr 27, 2026 · Other
- Janet Mohler Knight from Foundations Investment Advisors LLCApr 8, 2026 · RIA to RIA
- Bryan Gurss from Planmember Securities CorporationApr 7, 2026 · RIA to RIA
- Sean Alexander Nouveau from Iams Wealth Management, LLCApr 6, 2026 · RIA to RIA
- Michael James Beyersdorf from Integrity Advisory SolutionsMar 4, 2026 · RIA to RIA
- Sangmin Kim from Integrity Advisory SolutionsFeb 2, 2026 · RIA to RIA
- Douglas William Aumont from EntrewealthJan 8, 2026 · RIA to RIA
- Sara Renee Hornick from USA Financial Securities LLCJan 6, 2026 · RIA to RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for LPL Financial LLCJun 9, 2026 · Overland Park, Ks
- 2 left for Zacks Intelligence LLCMay 15, 2026 · Overland Park, Ks
- 3 left for Bam Wealth Management LLCSep 23, 2025 · Lakewood, Co
- 4 left for Bam Wealth Management LLCSep 23, 2025 · Overland Park, Ks
- 2 left for Foundations Investment Advisors LLCJun 17, 2025 · Bristol, Ri
- 2 left for Kinetic Investment Management, Inc.Jun 27, 2022 · San Diego, Ca
- 2 left for Harbor Hills Financial AdvisorsApr 30, 2021 · Montecito, Ca
- 2 joined from Raymond James Financial Services Advisors, IncAug 17, 2026 · Overland Park, Ks
- 2 joined from Osaic Wealth, Inc.Nov 5, 2024 · Hudson, Wi
- 2 joined from Lewer Financial Advisors, LLCNov 30, 2023 · Overland Park, Ks
- 4 joined from USA Financial Securities LLCDec 15, 2022 · Traverse City, Mi
- 2 joined from Horter Investment Management, LLCNov 4, 2021 · Overland Park, Ks
- 2 joined from Integrity Alliance, LLCOct 19, 2021 · Urbandale, Ia
- 2 joined from Brookstone Wealth Advisors, LLCOct 15, 2021 · Chippewa Falls, Wi
- 2 joined from Brookstone Capital Management LLCOct 15, 2021 · Wheaton, Il
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Russell Benjamin Avis · Chief Operating Officercontrolsince 05/2022 · owns less than 5%
- Ross Kenneth Hyman · Senior Vice President, Business Developmentcontrolsince 10/2020 · owns less than 5%
- Joseph Martin Pfannenstiel · President, Sales & Business Developmentcontrolsince 04/2018 · owns less than 5%
- Chang Shin · Chief Compliance Officercontrolsince 09/2024 · owns less than 5%
- Volney Mark Heitz · Membercontrolsince 07/2013 · owns 25% to 50% of Cm2 Holding Company, Inc
- Lynn Cory Lagerstrom · Membercontrolsince 05/2015 · owns 50% to 75% of Jrc Equity Partners, LLC
- Lance Sparks · Membercontrolsince 07/2013 · owns 25% to 50% of Cm2 Holding Company, Inc
- Lance Sparks · Membercontrolsince 09/2015 · owns 75% or more of See Also, LLC
- Richard Michael Tripses · Membercontrolsince 07/2013 · owns 25% to 50% of Cm2 Holding Company, Inc
- H Michael Miller · Ownersince 02/2018 · owns 5% to 10%
Entity owners
- Cm2 Holding Company, Inc · Ownerdirect · owns 50% to 75%
- Jrc Equity Partners, LLC · Ownerdirect · owns 10% to 25%
- See Also, LLC · Ownerdirect · owns 10% to 25%
Related persons
Schedule D 7.A
- Creative One Marketing Corporationreal estaten
- Creativeone Securities, LLCbroker-dealerinvestment advisernRAUM $2.5B
Advisers that list Creativeone Wealth, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Overland Park, Ks · principal | 223 | 39 | 14 | 3 | |
| Lawrence, Ks | 7 | 3 | 0 | ||
| Salina, Ks | 6 | 2 | 0 | ||
| Omaha, Ne | 5 | 0 | 0 | ||
| Lakewood, Co | 5 | 2 | 3 | 1 | |
| Scottsdale, Az | 5 | 1 | 0 | ||
| Topeka, Ks | 4 | 0 | 0 | ||
| Santa Barbara, Ca | 4 | 0 | 1 | ||
| Pasadena, Ca | 4 | 0 | 0 | ||
| Chippewa Falls, Wi | 4 | 0 | 0 | ||
| Centennial, Co | 3 | 1 | 0 | ||
| Flowood, Ms | 3 | 0 | 0 | ||
| Knoxville, Tn | 3 | 0 | 0 | ||
| Englewood, Co | 3 | 1 | 0 | ||
| Spokane, Wa | 3 | 0 | 0 | ||
| Port Byron, Il | 2 | 0 | 0 | ||
| New Albany, Oh | 2 | 0 | 0 | ||
| Bonita Springs, Fl | 2 | 0 | 0 | ||
| Fort Scott, Ks | 2 | 0 | 0 | ||
| Greenville, Sc | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Traverse City, MI4 employees
- Urbandale, IA3 employees
- Binghamton, NY3 employees
- Topeka, KS3 employees
- Salina, KS3 employees
- Santa Barbara, CA3 employees
- Hanover, KS2 employees
- Jackson, MS2 employees
- Lakewood, CO2 employees
- Lawrence, KS2 employees
- New Albany, OH2 employees
- Omaha, NE2 employees
- Overland Park, KS2 employees
- Overland Park, KS2 employees
- Overland Park, KS2 employees
- Overland Park, KS2 employees
- Spokane, WA2 employees
- Bethesda, MD2 employees
- Centennial, CO2 employees
- Coronado, CA2 employees
- Englewood, CO2 employees
- , 1 employees
- San Francisco, CA1 employees
- Barrington, IL1 employees
What changed
consecutive filings, newest first
- Employees · 217 to 222Oct 31, 2025 to Mar 31, 2026
- State-registered IARs · 197 to 203Oct 31, 2025 to Mar 31, 2026
- Discretionary RAUM · $4.8B to $6.3BOct 31, 2025 to Mar 31, 2026
- HNW RAUM · $1.7B to $2.2BOct 31, 2025 to Mar 31, 2026
- Individual RAUM · $2.9B to $3.6BOct 31, 2025 to Mar 31, 2026
- Pension RAUM · $25.0M to $48.1MOct 31, 2025 to Mar 31, 2026
- RAUM · $4.8B to $6.3BOct 31, 2025 to Mar 31, 2026
- Accounts · 29,437 to 35,425Oct 31, 2025 to Mar 31, 2026
- Advisory employees · 197 to 203Oct 31, 2025 to Mar 31, 2026
- BD registered reps · 21 to 24Oct 31, 2025 to Mar 31, 2026
- Charity clients · 19 to 21Oct 31, 2025 to Mar 31, 2026
- Corporate clients · 114 to 132Oct 31, 2025 to Mar 31, 2026
- HNW clients · 1,251 to 1,738Oct 31, 2025 to Mar 31, 2026
- Individual clients · 17,276 to 20,326Oct 31, 2025 to Mar 31, 2026
- Pension plan clients · 64 to 73Oct 31, 2025 to Mar 31, 2026
- Assets in custody · $876M to $1.2BOct 31, 2025 to Mar 31, 2026
- Assets in custody · $873M to $876MApr 15, 2025 to May 23, 2025
- Financial planning clients · 101-250 to 101-250Apr 15, 2025 to May 23, 2025
- Accounts · 21,910 to 29,437Sep 30, 2024 to Apr 15, 2025
- Advisory employees · 188 to 197Sep 30, 2024 to Apr 15, 2025
- BD registered reps · 19 to 21Sep 30, 2024 to Apr 15, 2025
- Charity clients · 9 to 19Sep 30, 2024 to Apr 15, 2025
- Corporate clients · 47 to 114Sep 30, 2024 to Apr 15, 2025
- HNW clients · 651 to 1,251Sep 30, 2024 to Apr 15, 2025
- Individual clients · 13,810 to 17,276Sep 30, 2024 to Apr 15, 2025
- Pension plan clients · 56 to 64Sep 30, 2024 to Apr 15, 2025
- Employees · 201 to 217Sep 30, 2024 to Apr 15, 2025
- Insurance-licensed employees · 2 to 0Sep 30, 2024 to Apr 15, 2025
- State-registered IARs · 188 to 197Sep 30, 2024 to Apr 15, 2025
- Discretionary RAUM · $3.4B to $4.8BSep 30, 2024 to Apr 15, 2025
- HNW RAUM · $1.2B to $1.7BSep 30, 2024 to Apr 15, 2025
- Individual RAUM · $2.0B to $2.9BSep 30, 2024 to Apr 15, 2025
- Pension RAUM · $86.4M to $25.0MSep 30, 2024 to Apr 15, 2025
- RAUM · $3.4B to $4.8BSep 30, 2024 to Apr 15, 2025
- Accounts · 19,806 to 21,910Oct 9, 2023 to Mar 28, 2024
- Advisory employees · 157 to 188Oct 9, 2023 to Mar 28, 2024
- BD registered reps · 17 to 19Oct 9, 2023 to Mar 28, 2024
- Charity clients · 14 to 9Oct 9, 2023 to Mar 28, 2024
- Corporate clients · 52 to 47Oct 9, 2023 to Mar 28, 2024
- HNW clients · 944 to 651Oct 9, 2023 to Mar 28, 2024
Signals
60 dated events
- 2 advisors left Raymond James Financial Services Advisors, Inc (Overland Park, KS) for Creativeone Wealth, LLC within 7 daysAug 17, 2026 · Team lift-out · derived
- Paul Groeschel-Johnson left Creativeone Wealth, Llc for Sequent Planning, Llc (registered 2026-08-04)Jul 10, 2026 · Advisor changed firm · fact
- James Winokur left Creativeone Wealth, Llc for Esi Financial Advisors (registered 2026-07-06)Jun 25, 2026 · Advisor changed firm · fact
- Ronald David Williamson left Creativeone Wealth, Llc for Lpl Financial Llc (registered 2026-06-01)Jun 9, 2026 · Advisor changed firm · fact
- Kevin Owen Ekstrom left Creativeone Wealth, Llc for Lpl Financial Llc (registered 2026-06-01)Jun 9, 2026 · Advisor changed firm · fact
- Nicholas Peter Millard left Creativeone Wealth, Llc for Lpl Financial Llc (registered 2026-06-01)Jun 9, 2026 · Advisor changed firm · fact
- 2 advisors left Creativeone Wealth, LLC (Overland Park, KS) for LPL Financial LLC on the same dayJun 9, 2026 · Team lift-out · derived
- John Richard Kohout left Creativeone Wealth, Llc for Foguth Wealth Management, Llc. (registered 2026-06-18)Jun 8, 2026 · Advisor changed firm · fact
- Laura Leigh Watson Schultz left Creativeone Wealth, Llc for Triad Wealth Partners, Llc (registered 2026-05-18)May 27, 2026 · Advisor changed firm · fact
- Emily Kennedy Gardner left Creativeone Wealth, Llc for Zacks Intelligence Llc (registered 2026-08-11)May 15, 2026 · Advisor changed firm · fact
- Austin Deimel Muller left Creativeone Wealth, Llc for Zacks Intelligence Llc (registered 2026-04-20)May 15, 2026 · Advisor changed firm · fact
- Marcy Sheer Burton left Creativeone Wealth, Llc for Zacks Intelligence Llc (registered 2026-04-20)May 15, 2026 · Advisor changed firm · fact
- 2 advisors left Creativeone Wealth, LLC (Overland Park, KS) for Zacks Intelligence LLC on the same dayMay 15, 2026 · Team lift-out · derived
- Rick Orin Helbing left Creativeone Wealth, Llc for Accurate Wealth Management, Llc (registered 2026-04-03)Apr 15, 2026 · Advisor changed firm · fact
- Creativeone Wealth, Llc reported RAUM $6.3B, up 29% from $4.8B (2025-10-31 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Gary Charles Haack left Creativeone Wealth, Llc for Compass Financial Management Llc (registered 2026-02-04)Feb 4, 2026 · Advisor changed firm · fact
- Douglas William Aumont left Creativeone Wealth, Llc for Financial Thinking Partner Wealth Advisors (registered 2026-03-11)Jan 28, 2026 · Advisor changed firm · fact
- Alan Kent Suiter left Creativeone Wealth, Llc for Cornerstone Select Advisors, Llc (registered 2026-01-02)Jan 2, 2026 · Advisor changed firm · fact
- Zach Buettner left Creativeone Wealth, Llc for Alphastar Capital Management (registered 2025-11-25)Nov 24, 2025 · Advisor changed firm · fact
- Lauren N. Schultz left Creativeone Wealth, Llc for Mint Asset Management Llc (registered 2026-08-18)Nov 17, 2025 · Advisor changed firm · fact
- Nathan Paul Chesley left Creativeone Wealth, Llc for Oneamerica Securities, Inc. (registered 2025-11-05)Nov 4, 2025 · Advisor changed firm · fact
- Reece Goddard left Creativeone Wealth, Llc for Mml Investors Services, Llc (registered 2026-04-21)Oct 24, 2025 · Advisor changed firm · fact
- Mark Ronald Roberts no longer registered at Creativeone Wealth, Llc; no later IA registration on IAPDOct 21, 2025 · Advisor departure · fact
- Dylan Cole Kennedy left Creativeone Wealth, Llc for Foguth Wealth Management, Llc. (registered 2025-09-25)Sep 24, 2025 · Advisor changed firm · fact
- David M Afraimi left Creativeone Wealth, Llc for Bam Wealth Management Llc (registered 2025-04-23)Sep 23, 2025 · Advisor changed firm · fact
- Nicholas M Donakowski left Creativeone Wealth, Llc for Bam Wealth Management Llc (registered 2025-04-23)Sep 23, 2025 · Advisor changed firm · fact
- Jeremy Steven Fritsch left Creativeone Wealth, Llc for Bam Wealth Management Llc (registered 2025-06-26)Sep 23, 2025 · Advisor changed firm · fact
- Maxwell Ross left Creativeone Wealth, Llc for Bam Wealth Management Llc (registered 2025-04-23)Sep 23, 2025 · Advisor changed firm · fact
- Dylan Daniel James Rauh left Creativeone Wealth, Llc for Bam Wealth Management Llc (registered 2025-04-23)Sep 23, 2025 · Advisor changed firm · fact
- Nathan Lehnerz left Creativeone Wealth, Llc for Bam Wealth Management Llc (registered 2025-04-23)Sep 23, 2025 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- cpcompliance@creativeonewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- advisordevelopment@creativeonewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- cpoperations@creativeonewealth.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 913-402-7897reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 913-661-1138reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/creativeone-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/creativeoneadvisorsgroupreportedpublic record, Form ADV, Sep 17, 2026
- Website
- creativeonewealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 913-402-7897reportedpublic record, Form ADV, May 4, 2026
- Contact form
- creativeonewealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- creativeonewealth.com/who-we-arereportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $28.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026