Theodore Robert Meyer
Investment adviser representative at Creativeone Wealth, LLC
11 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
11 years in the industry.
- Creativeone Wealth, LLCJan 2017 to now
- Meyer Financial and Insurance Services, LLCMar 2006 to now
- Client One Securities, LLCJan 2017 to Jan 2017
- Coventry Financial GroupDec 2014 to Oct 2021
- Dynamic Wealth AdvisorsJun 2012 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5989303
- Firm CRD
- 281213