Thaine A. Streit

CREATIVEONE WEALTH

Salina, KS

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CRD#: 1769571

Professional summary

Thaine Allan Streit, who also goes by Alan T Streit, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Salina, Kansas.

Thaine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Thaine has worked at 6 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alan T Streit

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. Thaine Streit -Self; Investment related: Yes; 818 Mellinger Drive, Salina, KS 67401; Insurance; Agent; Start date: 09/1986; 0 hrs/mo; 0 hrs/mo; Sale of life, fixed and indexed annuities. 2. L&L Advisors, LLC; Investment related: Yes; 717 Roach Street, Salina, KS 67401; Investment Advisory Services; IAR; Start date: 09/2025; 120 hrs/mo; 100 hrs/mo; Provides investment advisory services to clients. 3. Streit Financial Services; Investment related: Yes; 818 Mellinger Drive, Salina, KS 67401; Investment Advisory Services; President/Owner; Start date: 09/1986; 0 hrs/mo; 0 hrs/mo; Provides investment advisory services to clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thaine Allan Streit'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 23, 2025 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Salina, KS

Past

July 27, 2006 - September 23, 2025

FIRST ASSET FINANCIAL INC.

CRD#: 139107

SALINA, KS

Past

March 10, 2004 - September 23, 2025

CHIEF ADVISORS CORP

RIA

CRD#: 125261

SALINA, KS

Past

January 3, 2000 - July 27, 2006

IRON STREET SECURITIES INC.

CRD#: 46338

SALINA, KS

Past

August 7, 1990 - January 3, 2000

AMERICAN HEARTLAND INVESTMENTS INC.

CRD#: 19768

SALINA, KS

Past

June 28, 1988 - February 22, 1989

FBL MARKETING SERVICES, LLC

CRD#: 5309

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

Kansas
(9/23/2025)

IAR

Texas
(9/24/2025)

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: 9/24/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/8/1992

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/20/1987

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/18/1996

General Securities 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

Thaine A. Streit

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thaine Allan Streit's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST ASSET FINANCIAL INC.

CHIEF ADVISORS CORP

IRON STREET SECURITIES INC.

AMERICAN HEARTLAND INVESTMENTS INC.

FBL MARKETING SERVICES, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2002

Series 63

Date: 11/20/1987

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/8/1992

Series 6

Date: 11/20/1987

Series 24

Date: 10/18/1996

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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