Kristie Dawn Cahill
Investment adviser representative at Creativeone Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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, LLCJan 2025 to now
- Creativeone Wealth, LLC (formerly Changepath, LLC)Jan 2019 to now
- Haven Wealth ManagementJan 2019 to now
- Opes Wealth Management, LLCDec 2018 to Jan 2019
- Opes AdvisorsJan 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4439727
- Firm CRD
- 281213