Todd Patrick Zimlich
Investment adviser representative at Creativeone Wealth, LLC
12 yearsExperience
2 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
12 years in the industry.
- Creativeone Wealth, LLCApr 2021 to now
- Creativeone Securities, LLC Formerly Client One Securities, LLCApr 2021 to now
- Creativeone Wealth, LLC Formerly Changepath, LLCApr 2021 to now
- Securities America AdvisorsMay 2016 to Apr 2021
- Securities America, IncNov 2014 to Apr 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 2897694
- Firm CRD
- 281213