Sangmin Kim
Investment adviser representative at Creativeone Wealth, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Creativeone Wealth, LLCFeb 2026 to now
- Wise Wealth StewardshipFeb 2024 to now
- The AllianceJan 2024 to now
- Integrity Advisory Solutions, LLCFeb 2024 to Feb 2026
- Stonebrook PrivateJan 2024 to Jan 2024
- Charles Schwab & Co., IncNov 2018 to Jan 2024
- Royal Alliance Associates, IncNov 2018 to Nov 2018
- Michigan Financial CompaniesJan 2018 to Nov 2018
- New York LifeJun 2017 to Jan 2018
- University of MichiganSep 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6815943
- Firm CRD
- 281213