Rick O. Helbing

CREATIVEONE WEALTH

Sarasota, FL

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CRD#: 1348165

Professional summary

Rick Orin Helbing, CFP®, who also goes by Rick O Helbing, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Sarasota, Florida.

Rick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Rick has worked at 8 firms and has passed the Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rick O Helbing

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.

(1) 05/16/2013- 12/2/2015 - NON-VARIABLE INSURANCE - SUNCOAST ADVISORY GROUP OPERATES AS AN RIA, Rick PRESENTs AND SELLs NON-VARIABLE INSURANCE PRODUCTS TO SAG clients through 12/2015. - 10% OF TIME SPENT - SARASOTA, FL

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rick Orin Helbing'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®

CFP^®

Certified Financial Planner

Start date: 1990

Experience

Current

October 29, 2020 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Sarasota, FL

Past

January 7, 2016 - November 6, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

Sarasota, FL

Past

July 8, 2010 - March 30, 2016

SUNCOAST ADVISORY GROUP

RIA

CRD#: 153239

SARASOTA, FL

Past

September 8, 2009 - August 8, 2014

LPL FINANCIAL LLC

CRD#: 6413

SARASOTA, FL

Past

March 16, 2006 - July 15, 2010

SUNCOAST ADVISORY GROUP

RIA

CRD#: 141611

SARASOTA, FL

Past

January 5, 1995 - September 8, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

SARASOTA, FL

Past

January 10, 1994 - December 31, 1994

DONNELLAN HAYLETT & CO., INC.

CRD#: 23571

SARASOTA, FL

Past

June 26, 1985 - December 31, 1993

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

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

Florida
(10/29/2020)

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

General Industry/Product Exam

Series 22

Date: 8/8/1985

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 6/25/1985

Investment Company Products/Variable Contracts Representative 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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Advisor Monitoring

Firm Stability Insights

Rick O. Helbing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rick Orin Helbing's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARTNERVEST ADVISORY SERVICES LLC

SUNCOAST ADVISORY GROUP

LPL FINANCIAL LLC

SUNCOAST ADVISORY GROUP

MUTUAL SERVICE CORPORATION

DONNELLAN HAYLETT & CO., INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 22

Date: 8/8/1985

Series 6

Date: 6/25/1985

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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