Erica Rice
Investment adviser representative at Creativeone Wealth, LLC
10 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
10 years in the industry.
- Creativeone Wealth, LLCAug 2025 to now
- Juice PlusJan 2016 to now
- Edward JonesJun 2023 to Jul 2025
- Its Educated Money, LLCOct 2022 to Jun 2023
- Se Real Estate, LLCJun 2020 to Jun 2023
- Ewing Marion Kauffman FoundationApr 2019 to May 2023
- Mariner Wealth AdvisorsJan 2017 to Apr 2019
- Waddell & ReedAug 2016 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 6691378
- Firm CRD
- 281213