Diane D Blake
Investment adviser representative at Creativeone Wealth, LLC
12 yearsExperience
3 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
12 years in the industry.
- Carlson Financial ServicesJul 2024 to now
- Creativeone Wealth, LLCJul 2024 to now
- Transformational StewardshipJun 2023 to now
- UnemployedOct 2022 to Jun 2023
- Brogan Financial Wealth Management & RetirementJul 2022 to Oct 2022
- University of Tennessee Gradute School of MedicineDec 2014 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (NC, TN, 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
- 5565144
- Firm CRD
- 281213