Chang Shin
Investment adviser representative at Creativeone Wealth, LLC
19 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
19 years in the industry.
- Creativeone Securities, LLCDec 2025 to now
- Creativeone Wealth, LLCOct 2024 to now
- UnemployedJun 2024 to Sep 2024
- Ae Wealth Management, LLCOct 2023 to Jun 2024
- Ae Financial Services, LLCOct 2023 to Feb 2024
- Scout Investments, IncFeb 2018 to Oct 2023
- Financial Engines Advisors L.L.C.Nov 2016 to Nov 2017
- The Mutual Fund Store, LLCMay 2007 to Nov 2016
- Tmfs Advisors, LLCMay 2007 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 2605773
- Firm CRD
- 281213