Steven Harverd Greig
Investment adviser representative at Creativeone Wealth, LLC
13 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
13 years in the industry.
- Creativeone Wealth, LLCJul 2026 to now
- The Retirement StrategiesJan 2024 to now
- The Insurance StrategiesJan 2023 to now
- Iams Wealth ManagementJul 2025 to Jul 2026
- Gradient Advisors, LLCJan 2025 to Jul 2025
- Creativeone Wealth, LLCJul 2024 to Jan 2025
- Simplicity WealthJan 2024 to Jul 2024
- Brookstone Wealth AdvisorsOct 2023 to Jan 2024
- MortgagerightMay 2021 to Aug 2023
- City State BankApr 2018 to Apr 2021
- Primesource MortgageAug 2013 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 1786473
- Firm CRD
- 281213