Alan K. Suiter

CREATIVEONE WEALTH

Springfield, MO 65804

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CRD#: 1217290

Professional summary

Alan Kent Suiter is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Springfield, Missouri.

Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Alan has worked at 9 firms and has passed the Series 65, Series 63, Series 7TO, Series 99TO, SIE, Series 7, Series 27, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

FIRST FINANCIAL CONSULTANTS: DBA FOR SECURITIES BUSINESS & INSURANCE LICENSED, SELLING, LIFE, HEALTH, PROPERTY & CASUALTY, LONG TERM CARE & MALPRACTICE INSURANCE, 3816 S, GREYSTONE CT, SPRINGFIELD, MO 65804, INVESTMENT RELATED SUITER INVESTIGATIONS, LLC: FIND INDIVIDUALS AND CORPORATIONS OWED MONEY OUT OF UNCLAIMED PROPERTY, NOT INVESTMENT RELATED, 5 HRS/MONTH, 3816 S GREYSTONE CT, SPRINGFIELD MO 65804 SUITER & GILL ENTERPRISES: RENTAL PROPERTY, 3816 S, GREYSTONE CT, SPRINGFIELD, MO 65804, OWNS 50% OF BUILDING, 2 HR/MONTH ON ACTIVITY, NOT INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Kent Suiter's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 8, 2020 - Present

CREATIVEONE WEALTH, LLC

Office #1: 3816 S Greystone Ct, Springfield, MO 65804

RIA

CRD#: 281213

Springfield, MO

Past

May 5, 2017 - December 31, 2020

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

Springfield, MO

Past

May 5, 2017 - December 31, 2020

CREATIVEONE SECURITIES, LLC

CRD#: 152974

Springfield, MO

Past

January 19, 2012 - May 25, 2017

SAXONY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 122692

SPRINGFIELD, MO

Past

September 27, 2002 - May 25, 2017

SAXONY SECURITIES, INC.

CRD#: 115547

SPRINGFIELD, MO

Past

August 29, 1997 - May 30, 2006

GREYSTONE INVESTMENT ADVISORS, INC.

RIA

CRD#: 112727

SPRINGFIELD, MO

Past

February 23, 1995 - February 14, 2003

GREYSTONE SECURITIES CORPORATION

CRD#: 37792

SPRINGFIELD, MO

Past

February 16, 1990 - January 12, 1995

ANDOVER SECURITIES, INC.

CRD#: 16903

KANSAS CITY, MO

Past

June 24, 1985 - March 7, 1990

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

December 21, 1983 - May 23, 1986

FIRST AFFILIATED SECURITIES, INC.

CRD#: 6871

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(9/8/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/5/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/5/2024

General Securities Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/5/2024

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/17/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 1/5/2024

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/5/2024

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 1/5/2024

Registered Options Principal Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Alan K. Suiter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alan Kent Suiter's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

SAXONY CAPITAL MANAGEMENT, LLC

SAXONY SECURITIES, INC.

GREYSTONE INVESTMENT ADVISORS, INC.

GREYSTONE SECURITIES CORPORATION

ANDOVER SECURITIES, INC.

FFP SECURITIES, INC.

FIRST AFFILIATED SECURITIES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/5/2012

Series 63

Date: 1/30/1984

Series 7TO

Date: 1/5/2024

Series 99TO

Date: 1/5/2024

SIE

Date: 10/1/2018

Series 7

Date: 12/17/1983

Series 27

Date: 1/5/2024

Series 24

Date: 1/5/2024

Series 4

Date: 1/5/2024

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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