Lauren Journeay White
Investment adviser representative at Creativeone Wealth, LLC
12 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$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.
- Creativeone Wealth, LLCMar 2019 to now
- Asb Financial Services, Inc.Mar 2019 to now
- Creativeone Wealth, LLC Formerly Changepath, LLCMar 2019 to now
- Senior Benefit Services of Ms, LLCMay 2014 to now
- Client One Securities, LLCJan 2016 to Nov 2016
- Chloe and IsabelAug 2014 to Dec 2019
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (MS).
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
- 6585759
- Firm CRD
- 281213