Curtis B. Wilson

CREATIVEONE WEALTH

Tulsa, OK

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CRD#: 1517272

Professional summary

Curtis Brian Wilson, who also goes by Curt Wilson, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Tulsa, Oklahoma.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Curtis has worked at 10 firms and has passed the Series 63, Series 65, SIE, Series 7 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Curt Wilson

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.

***Summit Investment Group, LLC - DBA ***CURTIS WILSON POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2004 ADDRESS: 10505 S. 68Th E. Ave, Tulsa OK 74133 DESCRIPTION: Retirement Planning. Needs based selling of Life Insurance, Fixed Indexed Annuities, possible health insurance to meet the retirement goals of pre-retirees and retirees.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Brian Wilson'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

January 4, 2021 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Tulsa, OK

Past

July 9, 2015 - December 31, 2020

SECURITIES AMERICA, INC.

CRD#: 10205

TULSA, OK

Past

November 20, 2012 - December 31, 2020

BEAM WEALTH ADVISORS, INC.

RIA

CRD#: 109867

Tulsa, OK

Past

November 19, 2012 - July 21, 2015

LPL FINANCIAL LLC

CRD#: 6413

TULSA, OK

Past

December 12, 2006 - December 31, 2012

SUMMIT INVESTMENT GROUP, LLC

RIA

CRD#: 142452

TULSA, OK

Past

June 19, 2006 - March 14, 2007

FWC WEALTH ADVISORS LLP

RIA

CRD#: 131044

TULSA, OK

Past

March 31, 2004 - December 31, 2004

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

TULSA, OK

Past

March 29, 2004 - December 31, 2004

GENEOS WEALTH MANAGEMENT, INC.

CRD#: 120894

ENGLEWOOD, CO

Past

January 11, 1999 - April 1, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TULSA, OK

Past

January 11, 1999 - April 1, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

September 12, 1989 - January 8, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 12, 1989 - October 4, 1989

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

Past

July 23, 1986 - October 4, 1989

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

ST. LOUIS, MO

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

Louisiana
(3/9/2021)

IAR

Oklahoma
(3/5/2021)

IAR

Texas
(1/4/2021)

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

Series 63

Date: 12/1/2012

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 1/19/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/16/2012

General Securities Representative Examination

General Industry/Product Exam

Series 31

Date: 8/31/1993

Futures Managed Funds 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

Curtis B. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Brian Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA, INC.

BEAM WEALTH ADVISORS, INC.

LPL FINANCIAL LLC

SUMMIT INVESTMENT GROUP, LLC

FWC WEALTH ADVISORS LLP

GENEOS WEALTH MANAGEMENT, INC.

GENEOS WEALTH MANAGEMENT, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY DW INC.

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/1/2012

Series 65

Date: 1/19/1998

SIE

Date: 10/1/2018

Series 7

Date: 11/16/2012

Series 31

Date: 8/31/1993

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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