Amy Marie Roberts
Investment adviser representative at Creativeone Wealth, LLC
26 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
26 years in the industry.
- Creativeone Wealth, LLCDec 2025 to now
- Keller WilliamsNov 2023 to now
- Serendipity Farm & VineJul 2019 to now
- Simplicity WealthSep 2025 to Nov 2025
- Brett Reid GroupAug 2025 to Nov 2025
- Affinity Asset ManagementAug 1999 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
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
- 4198007
- Firm CRD
- 281213