Patrick Charles Wiegers
Investment adviser representative at Creativeone Wealth, LLC
12 yearsExperience
2 statesRegistered 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, LLCDec 2023 to now
- Pioneer Wealth ManagementDec 2023 to now
- Cambridge Investment Research Advisors, Inc.Mar 2022 to Dec 2023
- Cambridge Investment Research, Inc.Sep 2021 to Dec 2023
- Northwestern MutualMay 2020 to Aug 2020
- StifelMay 2019 to Aug 2019
- Triad BankMay 2018 to Aug 2018
- University of AlabamaAug 2017 to Jun 2021
- Arcobasso FoodsMay 2016 to May 2018
- Saint Louis University High SchoolAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, TX).
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
- 7125666
- Firm CRD
- 281213