Michael James Beyersdorf
Investment adviser representative at Creativeone Wealth, LLC
34 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 yearsFirm in business
Are you Michael James Beyersdorf? Claim your profile
Contact this firm
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
34 years in the industry.
- Creativeone Wealth, LLCMar 2026 to now
- Integrity Advisory SolutionsAug 2024 to Mar 2026
- UnemploymentJul 2023 to Aug 2024
- ActalentJan 2023 to Jul 2023
- UnemployedOct 2022 to Jan 2023
- Ford Motor CompanyMar 1992 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
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
- 7952749
- Firm CRD
- 281213