Kimberly Sara Malesky
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.
- Kimberly S. MaleskyApr 2021 to now
- Creativeone Wealth, LLCDec 2020 to now
- Harmony Investment Management, LLCDec 2020 to now
- May Wealth Management GroupOct 2018 to Dec 2018
- Monarch Wealth StrategiesSep 2018 to Dec 2020
- LPL Financial LLCFeb 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
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
- 5255382
- Firm CRD
- 281213