Creativeone Wealth, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 281213
· SEC file 801-106677
· Overland Park, KS
· www.creativeassetsolutions.com
☆ Save with Pro
ADV data as of May 04, 2026
- Regulatory AUM
- $6.3B
- Discretionary
- $6.3B
- Clients
- 22,291
- Avg AUM / client
- $280K
- Accounts
- 35,425
- Employees
- 222
AUM over time
$0
$6.3B
Sep 2015
May 2026
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 20,326 | $3.6B | 57.7% |
| High net worth individuals | 1,738 | $2.2B | 35.8% |
| Investment companies | 1 | $75.7M | 1.21% |
| Pension and profit sharing plans | 73 | $48.1M | 0.77% |
| Charitable organizations | 21 | $33.9M | 0.54% |
| Corporations and other businesses | 132 | $252M | 4.03% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| United Airlines Pilot Retirement Account Plan United Airlines, Inc. | 2024 |
People (219)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Heitz, Mark, Volney | Member | Jul 2013 (13y) | ≈ 12.5% – 37.5% via Cm2 Holding Company, Inc | |
| Lance Sparks | Member | Jul 2013 (13y) | ≈ 12.5% – 37.5% via Cm2 Holding Company, Inc | |
| Tripses, Michael Richard | Member | Jul 2013 (13y) | ≈ 12.5% – 37.5% via Cm2 Holding Company, Inc | |
| Cory Lynn Lagerstrom | Member | May 2015 (11y) | ≈ 5% – 18.75% via Jrc Equity Partners, Llc | |
| Michael H Miller | Owner | Feb 2018 (9y) | 5% – 10% | |
| M Arty Joseph Pfannenstiel | President, Sales & Business Development | Feb 2018 (8y) | Less than 5% | |
| Kenneth Hyman | Senior Vice President, Business Development | Oct 2020 (6y) | Less than 5% | |
| Avis, Benjamin, Russell | Chief Operating Officer | May 2022 (4y) | Less than 5% | |
| Chang Shin | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| John Hardaway Hays | Registered representative | Jan 2017 (10y) | ||
| Timothy Schrader | Registered representative | Jan 2017 (10y) | ||
| James D Zifer | Registered representative | Jan 2017 (10y) | ||
| Matthew John Green | Registered representative | Jan 2017 (10y) | ||
| Theodore Robert Meyer | Registered representative | Jan 2017 (10y) | ||
| Shari Lynn Bevan | Registered representative | Chartered Financial Consultant | Feb 2017 (9y) | |
| Matthew Nikhilesh Gallagher | Registered representative | CFP | May 2017 (9y) | |
| Gerard Vincent Dougherty | Registered representative | Oct 2017 (9y) | ||
| Dennis Eugene Wilt | Registered representative | Chartered Financial Consultant | Nov 2017 (9y) | |
| Lars Larsen | Registered representative | Dec 2017 (9y) | ||
| Wayne Scott Brunt | Registered representative | Jan 2018 (9y) | ||
| Christen Marie Tschudin | Registered representative | Feb 2018 (8y) | ||
| Frank Joseph Jaksa Iii | Registered representative | Feb 2018 (8y) | ||
| Michael Ray Graber | Registered representative | Feb 2018 (8y) | ||
| Paul Glynn Lindsay | Registered representative | Jun 2018 (8y) | ||
| Michael H Distefano | Registered representative | Jul 2018 (8y) | ||
| Kelly Therese Landry | Registered representative | Jul 2018 (8y) | ||
| Richard Charles Eddy | Registered representative | Jul 2018 (8y) | ||
| Kelly Andrew Dunnahoo | Registered representative | Aug 2018 (8y) | ||
| Andrew Paul Congleton | Registered representative | Sep 2018 (8y) | ||
| Brian William Harrold | Registered representative | Chartered Financial Consultant | Sep 2018 (8y) | |
| Matthew Lee Schuller | Registered representative | Sep 2018 (8y) | ||
| Paul Jacob Kitzrow | Registered representative | Oct 2018 (8y) | ||
| Dave Alan Buchanan | Registered representative | Oct 2018 (8y) | ||
| Daniel Gilbert Gould | Registered representative | Oct 2018 (8y) | ||
| Marco Carlough Ginefra | Registered representative | Oct 2018 (8y) | ||
| Erik B Bowman | Registered representative | Nov 2018 (8y) | ||
| Frank Edward Oliver | Registered representative | Feb 2019 (7y) | ||
| Lauren Journeay White | Registered representative | CFP Chartered Financial Consultant | Mar 2019 (7y) | |
| Jason Paul Hutchins | Registered representative | Apr 2019 (7y) | ||
| Ricardo William Cabrera | Registered representative | Apr 2019 (7y) | ||
| Ronald Ray Kincaid | Registered representative | May 2019 (7y) | ||
| Cassandra Carol Camerer | Registered representative | Jul 2019 (7y) | ||
| Bradley Derek Hablutzel | Registered representative | CFP | Aug 2019 (7y) | |
| Daniel James Bartholomew | Registered representative | Nov 2019 (7y) | ||
| Brian John Brechler | Registered representative | Dec 2019 (7y) | ||
| Clayton Douglas Turner | Registered representative | Chartered Financial Consultant | Dec 2019 (7y) | |
| Eric Seyboldt | Registered representative | Dec 2019 (7y) | ||
| Nicholas Edwin Fuller | Registered representative | CFP | Dec 2019 (7y) | |
| Kevin Paul Bard | Registered representative | Feb 2020 (6y) | ||
| Donald Kenneth Orban | Registered representative | May 2020 (6y) | ||
| Jack Davis O'brien | Registered representative | Jun 2020 (6y) | ||
| Clifford K Hodson | Registered representative | Jul 2020 (6y) | ||
| Aaron Del Brown | Registered representative | Oct 2020 (6y) | ||
| Andrew Stewart Levacy | Registered representative | Oct 2020 (6y) | ||
| Daryl R Fuchs | Registered representative | Oct 2020 (6y) | ||
| Lewis Peter Sisich | Registered representative | Oct 2020 (6y) | ||
| Norbert James Vonnegut | Registered representative | Oct 2020 (6y) | ||
| Joseph L Gagnon | Registered representative | CFP | Oct 2020 (6y) | |
| Lorraine Gail Bishop | Registered representative | Oct 2020 (6y) | ||
| Randall Abell Bishop | Registered representative | Oct 2020 (6y) | ||
| Carolyn Shirley Bishop | Registered representative | CFP | Nov 2020 (6y) | |
| Tyler Anthony Moore | Registered representative | Dec 2020 (6y) | ||
| Kimberly Sara Malesky | Registered representative | CFP | Dec 2020 (6y) | |
| Curtis Brian Wilson | Registered representative | Jan 2021 (6y) | ||
| Joseph Richard Demeo | Registered representative | Jan 2021 (6y) | ||
| Robert Lee Barton | Registered representative | Feb 2021 (5y) | ||
| Eric Bradley Hunsicker | Registered representative | CFP | Apr 2021 (5y) | |
| Scott Bradley Hunsicker | Registered representative | Chartered Financial Consultant | Apr 2021 (5y) | |
| Todd Patrick Zimlich | Registered representative | Chartered Financial Consultant | Apr 2021 (5y) | |
| Levi Kenneth Huncovsky | Registered representative | Jun 2021 (5y) | ||
| Jared Josiah Cales | Registered representative | Aug 2021 (5y) | ||
| Robin Ann Hofheinz | Registered representative | Aug 2021 (5y) | ||
| Lee John Maulsby | Registered representative | Sep 2021 (5y) | ||
| Brent Allen Ford | Registered representative | Oct 2021 (5y) | ||
| David Angus Dickens | Registered representative | CFA | Oct 2021 (5y) | |
| Evie Marie Schaller | Registered representative | Oct 2021 (5y) | ||
| Zachary D Cockroft | Registered representative | Oct 2021 (5y) | ||
| Chad Allen Mcmullin | Registered representative | Chartered Financial Consultant | Oct 2021 (5y) | |
| Nathaniel Larue Reeder | Registered representative | Oct 2021 (5y) | ||
| Joseph Ivan Fishman | Registered representative | Oct 2021 (5y) | ||
| Brendon Matthew Christy | Registered representative | Nov 2021 (5y) | ||
| Patrick Kevin Seelye | Registered representative | Nov 2021 (5y) | ||
| Garth Wolf Porterfield | Registered representative | Jan 2022 (5y) | ||
| William Chad Mc Alpin | Registered representative | Feb 2022 (4y) | ||
| Matthew Frank Jandera | Registered representative | Mar 2022 (4y) | ||
| Ryan James Shaughnessy | Registered representative | CFP | Mar 2022 (4y) | |
| Aaron Bachelor | Registered representative | Apr 2022 (4y) | ||
| Jeffrey Martin Winter | Registered representative | May 2022 (4y) | ||
| Chad Leroy Cosens | Registered representative | May 2022 (4y) | ||
| Ken Alan Stover | Registered representative | May 2022 (4y) | ||
| Dane Ray Branfort | Registered representative | Jun 2022 (4y) | ||
| Thomas William Yager | Registered representative | Jun 2022 (4y) | ||
| Scott Dennis Lautenbach | Registered representative | Jun 2022 (4y) | ||
| Sam Magdalein | Registered representative | Sep 2022 (4y) | ||
| Eric Samuel Womeldorf | Registered representative | Sep 2022 (4y) | ||
| Christopher John Bowman | Registered representative | Oct 2022 (4y) | ||
| Theresa Anne Markham | Registered representative | Oct 2022 (4y) | ||
| Morgan Lorin De Shazer | Registered representative | Nov 2022 (4y) | ||
| Todd Michael Kross | Registered representative | Nov 2022 (4y) | ||
| Tagen Michael Lindstrom | Registered representative | Nov 2022 (4y) | ||
| Marcus Edward Hudson | Registered representative | Dec 2022 (4y) | ||
| Anthony Thanh Le | Registered representative | Dec 2022 (4y) | ||
| Jason Stewart Kehler | Registered representative | Jan 2023 (4y) | ||
| Ethan Robert Medling | Registered representative | Jan 2023 (4y) | ||
| Grace Katherine Gann | Registered representative | Jan 2023 (4y) | ||
| Lucas Jordan Cox | Registered representative | CFP | Feb 2023 (3y) | |
| Todd W Talbot | Registered representative | CFP Chartered Financial Consultant | Apr 2023 (3y) | |
| Manly Parks Lee | Registered representative | Chartered Financial Consultant | Apr 2023 (3y) | |
| Adam Joseph Galler | Registered representative | May 2023 (3y) | ||
| Jack Douglas Kilibarda | Registered representative | May 2023 (3y) | ||
| Daniel Kelly Cronin | Registered representative | Jun 2023 (3y) | ||
| Abraham Samaniego Perez | Registered representative | Jun 2023 (3y) | ||
| Matthew Allen Heimann | Registered representative | CFA | Aug 2023 (3y) | |
| Jamie A Plemons | Registered representative | Aug 2023 (3y) | ||
| Kevin Guy Hutton | Registered representative | Chartered Financial Consultant | Aug 2023 (3y) | |
| James C Ryan | Registered representative | Aug 2023 (3y) | ||
| Brandon Mark Rudd | Registered representative | Aug 2023 (3y) | ||
| Susan Kay Bartlett | Registered representative | Aug 2023 (3y) | ||
| Sarah Jeanette Saum | Registered representative | Aug 2023 (3y) | ||
| Joseph William Wehrly | Registered representative | Sep 2023 (3y) | ||
| Joseph Wayne Hoglund | Registered representative | Sep 2023 (3y) | ||
| Nate Michael Geist | Registered representative | Sep 2023 (3y) | ||
| David Charles Treece | Registered representative | Sep 2023 (3y) | ||
| Peter Pecora | Registered representative | Oct 2023 (3y) | ||
| Jordan Brill | Registered representative | Oct 2023 (3y) | ||
| Timothy Brian Schulze | Registered representative | Dec 2023 (3y) | ||
| Patrick Charles Wiegers | Registered representative | Dec 2023 (3y) | ||
| Brent Wade Crawford | Registered representative | Jan 2024 (3y) | ||
| James Dean Kersey | Registered representative | Chartered Financial Consultant | Feb 2024 (3y) | |
| Andrew Steven Heifer | Registered representative | Feb 2024 (2y) | ||
| Luis Lovato | Registered representative | Feb 2024 (2y) | ||
| Kevin Dauphinee | Registered representative | Apr 2024 (2y) | ||
| Francis Michael Gargano | Registered representative | Chartered Financial Consultant | May 2024 (2y) | |
| Scott Edward Sidor | Registered representative | May 2024 (2y) | ||
| Micah Alan Skebo | Registered representative | Jun 2024 (2y) | ||
| Brian Keith Wronko | Registered representative | Jun 2024 (2y) | ||
| Dylan Lee Bowman | Registered representative | Jul 2024 (2y) | ||
| Aaron Kyle Malone | Registered representative | Jul 2024 (2y) | ||
| Diane D Blake | Registered representative | Jul 2024 (2y) | ||
| Bryan James Payton | Registered representative | Jul 2024 (2y) | ||
| Kyle Allen Janas | Registered representative | Aug 2024 (2y) | ||
| Desmond Hoffman Taylor | Registered representative | Aug 2024 (2y) | ||
| Margarette Felicia Craig | Registered representative | Aug 2024 (2y) | ||
| Courtney Denae Rader | Registered representative | Aug 2024 (2y) | ||
| Harrison Scott Falteisek | Registered representative | CFP | Nov 2024 (2y) | |
| Bradley J Palmersheim | Registered representative | Nov 2024 (2y) | ||
| Alan Paul Harris | Registered representative | Nov 2024 (2y) | ||
| Marti Burke Marache | Registered representative | Dec 2024 (2y) | ||
| Nicholas James Peterson | Registered representative | Dec 2024 (2y) | ||
| Lee Stanton Bishop | Registered representative | Dec 2024 (2y) | ||
| Courdney Williams | Registered representative | Dec 2024 (2y) | ||
| Brandon William Metcalf | Registered representative | Jan 2025 (2y) | ||
| Erin Lanette Wilmer | Registered representative | Jan 2025 (2y) | ||
| James Robert Witt | Registered representative | Jan 2025 (2y) | ||
| Jeffrey Joseph Schultz | Registered representative | CFP | Jan 2025 (2y) | |
| Joe Don Harl | Registered representative | Jan 2025 (2y) | ||
| Kelly Joseph Carter | Registered representative | Jan 2025 (2y) | ||
| Lonny Christopher Powell | Registered representative | Jan 2025 (2y) | ||
| David C Selden | Registered representative | Jan 2025 (2y) | ||
| Oscar Vega | Registered representative | Jan 2025 (2y) | ||
| Brett Thomas Lawless | Registered representative | Jan 2025 (2y) | ||
| Benjamin Robert Beasley | Registered representative | Jan 2025 (2y) | ||
| Kristie Dawn Cahill | Registered representative | CFP | Jan 2025 (2y) | |
| Matthew Brent Longland | Registered representative | Jan 2025 (2y) | ||
| Joshua John Storey | Registered representative | Jan 2025 (2y) | ||
| Berton Robert Brown | Registered representative | Jan 2025 (2y) | ||
| Samuel Kastamo | Registered representative | Jan 2025 (2y) | ||
| Nathaniel S. Wheeler | Registered representative | Mar 2025 (1y) | ||
| Heath Hancock | Registered representative | Mar 2025 (1y) | ||
| Cameron Brummett | Registered representative | Mar 2025 (1y) | ||
| Mike Alan Demeuse | Registered representative | Mar 2025 (1y) | ||
| Gregory Muller | Registered representative | Apr 2025 (1y) | ||
| William Asher Lane | Registered representative | Apr 2025 (1y) | ||
| Brittany Danielle Slater Gautreau | Registered representative | May 2025 (1y) | ||
| Michael Dean Young | Registered representative | May 2025 (1y) | ||
| Samuel Hunter Beall | Registered representative | Jun 2025 (1y) | ||
| Daniel Mark Carter | Registered representative | Jun 2025 (1y) | ||
| Misty Dawn Stoddart | Registered representative | Jun 2025 (1y) | ||
| Scott Edward Stooksbury | Registered representative | Jul 2025 (1y) | ||
| Gregory Vladimir Timofeyev | Registered representative | Jul 2025 (1y) | ||
| Eric Ronald Traczyk | Registered representative | Jul 2025 (1y) | ||
| Jennifer Elizabeth Sweigert | Registered representative | Aug 2025 (1y) | ||
| Luther Murlin Sweigert | Registered representative | Aug 2025 (1y) | ||
| Ryan Keaveney | Registered representative | Aug 2025 (1y) | ||
| Erica Rice | Registered representative | Aug 2025 (1y) | ||
| Trey Robert Holman | Registered representative | Aug 2025 (1y) | ||
| Jonathan P English | Registered representative | Sep 2025 (1y) | ||
| Zachary Allen Yeager | Registered representative | Sep 2025 (1y) | ||
| Molly Michelle Pfannenstiel | Registered representative | Sep 2025 (1y) | ||
| Thaine Allan Streit | Registered representative | Sep 2025 (1y) | ||
| Kenneth Evan Hammond | Registered representative | Chartered Financial Consultant | Sep 2025 (1y) | |
| Brian Thomas Abbott | Registered representative | Oct 2025 (1y) | ||
| Corbin Kerr Meireis | Registered representative | Oct 2025 (1y) | ||
| Cody Allen Crawford | Registered representative | Oct 2025 (1y) | ||
| Joel Mutuku | Registered representative | Oct 2025 (1y) | ||
| Carl Martin Lovsted | Registered representative | CFP | Nov 2025 (1y) | |
| Shawn Michael Wrisley | Registered representative | Nov 2025 (1y) | ||
| Amy Marie Roberts | Registered representative | Dec 2025 (1y) | ||
| Joseph Oliva Donti | Registered representative | Dec 2025 (1y) | ||
| Danny Eugene Ward | Registered representative | Jan 2026 (1y) | ||
| Joshua M. Moody | Registered representative | Jan 2026 (1y) | ||
| Sara Renee Hornick | Registered representative | Jan 2026 (1y) | ||
| Jacob Alan Ricketts | Registered representative | Jan 2026 (1y) | ||
| Sangmin Kim | Registered representative | CFP | Feb 2026 (0y) | |
| Bradley Jay Schwarz | Registered representative | Feb 2026 (0y) | ||
| Christine Elizabeth Gibson | Registered representative | Feb 2026 (0y) | ||
| Michael James Beyersdorf | Registered representative | Mar 2026 (0y) | ||
| Jonathan Eugene Byrd | Registered representative | Mar 2026 (0y) | ||
| Sean Alexander Nouveau | Registered representative | Apr 2026 (0y) | ||
| Bryan Gurss | Registered representative | Apr 2026 (0y) | ||
| Janet Mohler Knight | Registered representative | Apr 2026 (0y) | ||
| Gabriel Allyn Jewell | Registered representative | Apr 2026 (0y) | ||
| Matthew R Moore | Registered representative | May 2026 (0y) | ||
| Hailey Allison Loveday | Registered representative | Jun 2026 (0y) | ||
| Nicholas Evan Meilak | Registered representative | Jun 2026 (0y) | ||
| Jennifer Lynn Jones | Registered representative | Jun 2026 (0y) | ||
| Destiny Couter | Registered representative | Jul 2026 (0y) | ||
| Jacob Anton Kavalar | Registered representative | Jul 2026 (0y) | ||
| Steven Harverd Greig | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cm2 Holding Company, Inc | Owner | May 2015 | A | 50% – 75% |
| Jrc Equity Partners, Llc | Owner | May 2015 | A | 10% – 25% |
| See Also, Llc | Owner | Nov 2015 | A | 10% – 25% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Heitz, Mark, Volney: 25% – 50% of Cm2 Holding Company, Inc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Lance Sparks: 25% – 50% of Cm2 Holding Company, Inc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Tripses, Michael Richard: 25% – 50% of Cm2 Holding Company, Inc × 50% – 75% direct ≈ 12.5% – 37.5% of the firm
- Cory Lynn Lagerstrom: 50% – 75% of Jrc Equity Partners, Llc × 10% – 25% direct ≈ 5% – 18.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | 17,444 | $16.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.58 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SUB-ADVISER FEES/SOLICITOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $4.8B (78% of AUM) May 2026
- Fidelity Brokerage Services $1.1B (18% of AUM) May 2026
- Pershing $31.2M (1% of AUM) Jun 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗