Brian Thomas Abbott
Investment adviser representative at Creativeone Wealth, LLC
27 yearsExperience
2 statesRegistered 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
27 years in the industry.
- Creativeone Wealth, LLCOct 2025 to now
- Cambridge Investment Research Advisors, IncJan 2010 to Oct 2025
- Cambridge Investment Research, IncJan 2010 to Dec 2019
- Aaps StorageMay 1999 to Oct 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
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
- 3222569
- Firm CRD
- 281213