Samuel Kastamo
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, LLCJan 2025 to now
- UnemployedApr 2024 to Jan 2025
- Full-time EducationApr 2021 to Apr 2024
- Domino's PizzaJan 2021 to Apr 2021
- Full-time EducationJun 2019 to Jan 2021
- Majestic Golf CourseApr 2019 to Jun 2019
- Full-time EducationAug 2018 to Apr 2019
- Designs Designs LLCJun 2018 to Aug 2018
- Full-time EducationJan 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8035454
- Firm CRD
- 281213