Michael J. Gavaletz

CREATIVEONE WEALTH

TOMS RIVER, NJ

Some features on this profile are disabled

CRD#: 2019590

Professional summary

Michael John Gavaletz is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Toms River, New Jersey.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Michael has worked at 8 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7 and Series 6 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.

GAVALETZ WEALTH MANAGEMENT; TOMS FORD, NJ; INVESTMENT RELATED; CEO/FINANCIAL ADVISOR OFFERING INVESTMENT ADVISORY SERVICES THROUGH C1W; START DATE 08/2023; 60 HRS/MONTH AND DURING SECURITIES TRADING HOURS. FEDERAL RETIREMENT EXPERTS; TAMPA, FL; NOT INVESTMENT RELATED; BENEFITS RETIREMENT COACH SERVING FEDERAL EMPLOYEES; START 04/2022; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Gavaletz'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

August 22, 2023 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

TOMS RIVER, NJ

Past

September 18, 2015 - April 20, 2022

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

MOUNT LAUREL, NJ

Past

August 13, 2015 - April 20, 2022

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

MOUNT LAUREL, NJ

Past

February 20, 2004 - October 1, 2007

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NORTH BRUNSWICK, NJ

Past

March 15, 2001 - July 29, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHARLOTTE, NC

Past

January 7, 2000 - March 12, 2001

SUMMIT FINANCIAL SERVICES GROUP, INC.

CRD#: 7246

BETHLEHEM, PA

Past

October 1, 1999 - January 7, 2000

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

January 12, 1996 - October 1, 1999

MARKETING ONE SECURITIES, INC.

CRD#: 16611

PORTLAND, OR

Past

July 5, 1990 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

July 5, 1990 - January 31, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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

New Jersey
(8/22/2023)

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: 9/15/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/22/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/1/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/3/1990

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael J. Gavaletz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Gavaletz's CRS (Customer Relationship Summary).

Certified licenses

Experience

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

SUMMIT FINANCIAL SERVICES GROUP, INC.

IFMG SECURITIES, INC.

MARKETING ONE SECURITIES, INC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/15/2015

Series 66

Date: 1/22/2004

Series 63

Date: 9/1/1998

SIE

Date: 10/1/2018

Series 7

Date: 8/17/1999

Series 6

Date: 7/3/1990

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

Similar Advisors