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SG

Steven H. Greig

CREATIVEONE WEALTH
West Des Moines, IA 50266
Some features on this profile are disabled
CRD#: 1786473
SG
Steven Harverd GreigCREATIVEONE WEALTH

Professional summary

Steven Harverd Greig, who also goes by Steve Greig, Steven Harvard Greig, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in West Des Moines, Iowa.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Steven has worked at 16 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Steve Greig | Steven Harvard Greig

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Harverd Greig'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

July 17, 2026 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1200 Valley West Drive Suite 208, West Des Moines, IA 50266
RIA
CRD#: 281213
West Des Moines, IA
Past

July 17, 2025 - July 20, 2026

IAMS WEALTH MANAGEMENT, LLC

RIA
CRD#: 286085
West Des Moines, IA
Past

January 15, 2025 - July 16, 2025

GRADIENT ADVISORS, LLC

RIA
CRD#: 152665
West Des Moines, IA
Past

July 12, 2024 - January 28, 2025

CREATIVEONE WEALTH, LLC

RIA
CRD#: 281213
West Des Moines, IA
Past

January 31, 2024 - July 12, 2024

SIMPLICITY WEALTH

RIA
CRD#: 300572
West Des Moines, IA
Past

October 2, 2023 - January 17, 2024

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
West Des Moines, IA
Past

August 21, 2013 - December 4, 2017

FORTRESS WEALTH MANAGEMENT

RIA
CRD#: 167544
URBANDALE, IA
Past

January 15, 2013 - August 19, 2013

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
URBANDALE, IA
Past

December 21, 2012 - August 19, 2013

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
URBANDALE, IA
Past

June 4, 2009 - December 31, 2010

INVESTMENT ADVISORS CORP

RIA
CRD#: 117531
URBANDALE, IA
Past

May 4, 2009 - December 31, 2010

BROKER DEALER FINANCIAL SERVICES CORP.

BD
CRD#: 8073
URBANDALE, IA
Past

June 25, 1992 - September 16, 1993

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
Past

September 23, 1991 - November 14, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
Past

September 23, 1991 - November 14, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

March 6, 1991 - September 16, 1991

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 6695
Past

May 26, 1989 - June 15, 1990

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
Past

May 26, 1989 - June 15, 1990

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
Past

January 12, 1988 - July 12, 1988

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305

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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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
Iowa
(7/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/11/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/26/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/11/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 5/1/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/11/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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 Accounts29,437
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.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213West Des Moines, IA 50266

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