Nicholas James Peterson
Investment adviser representative at Creativeone Wealth, LLC
15 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
15 years in the industry.
- Creativeone Wealth, LLCDec 2024 to now
- Peterson HarrisJan 2021 to now
- World Financial Group, Inc.Aug 2011 to now
- Corecap Advisors, LLCNov 2014 to Dec 2024
- Corecap InvestmentsNov 2014 to Dec 2016
- Peterson & Associates Cpa Inc.Sep 2011 to Jan 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 6011317
- Firm CRD
- 281213