Robert Farril Holman
Investment adviser representative at Creativeone Wealth, LLC
20 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Creativeone Wealth, LLCSep 2026 to now
- Advanced Vertical Planning LLCJun 2020 to now
- Dason LLCDec 2006 to now
- Dason Wealth ManagementDec 2006 to now
- Ae Wealth Management, LLCAug 2022 to Sep 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1441764
- Firm CRD
- 281213