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Shawn Lynn Tipping

Investment adviser representative at Creativeone Wealth, LLC
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. Creativeone Wealth, LLCAug 2026 to now
  2. Creativeone Securities, LLCAug 2026 to now
  3. Gwfs Equities, Inc (empower Retirement)Nov 2021 to Jul 2026
  4. LPL Financial, LLCMar 2021 to Nov 2021
  5. FiservOct 2019 to Sep 2020
  6. Game Plan Preppers LLCMay 2015 to Mar 2021

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021

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
3212011
Firm CRD
281213
Advisor's SEC record (opens in a new tab)
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