Zachary Allen Yeager
Investment adviser representative at Creativeone Wealth, LLC
12 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
12 years in the industry.
- Creativeone Wealth, LLCSep 2025 to now
- Mosiac Retirement PlanningMay 2025 to now
- AurorSep 2023 to Apr 2025
- VendrJun 2022 to Sep 2023
- TrovataNov 2021 to Jun 2022
- ModernirJun 2019 to Nov 2021
- The Leaders Group, Inc.Jun 2018 to Jun 2019
- Wealthvest Marketing, LLCMar 2017 to Jun 2019
- Northstar Reality SecuritiesSep 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 6159672
- Firm CRD
- 281213