Benjamin Robert Beasley
Investment adviser representative at Creativeone Wealth, LLC
11 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
11 years in the industry.
- Creativeone Wealth, LLCMar 2024 to now
- The Guardian GroupMar 2024 to now
- UnemployedMay 2023 to Mar 2024
- LarkburgerJun 2021 to Mar 2022
- University of Colorado - BoulderAug 2019 to May 2023
- 3 Sons Italian RestaurantMay 2016 to Jul 2019
- Ralston Valley High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 8026900
- Firm CRD
- 281213