Brendon Matthew Christy
Investment adviser representative at Creativeone Wealth, LLC
23 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
23 years in the industry.
- Creativeone Wealth, LLCNov 2021 to now
- Changepath LLCNov 2021 to now
- Christy Financial Services, LLCAug 2019 to now
- Financial Life MattersJan 2017 to now
- Horter Investment Management, LLCFeb 2017 to Oct 2021
- Bk FinancialJan 2017 to Mar 2018
- Personalized Brokerage ServicesMay 2003 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2016
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
- 4542708
- Firm CRD
- 281213