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Francis Michael Gargano

Investment adviser representative at Creativeone Wealth, LLC
22 yearsExperience
3 statesRegistered in
ChFC®Designation
$6.3BFirm assets

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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

22 years in the industry.

  1. Creativeone Wealth, LLCMay 2024 to now
  2. (dba) Financial Independence Network LlOct 2004 to now
  3. Concourse Financial Group Securities IncOct 2019 to May 2024
  4. Ameritas Investment CorpNov 2004 to Oct 2019

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 3 states (NJ, NY, TX).

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
2250170
Firm CRD
281213
Advisor's SEC record (opens in a new tab)
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