Allen W. Trimble

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CRD#: 2121752

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Allen Warren Trimble, who also goes by Allen Warren Trimble N/a, was a registered financial professional .

Allen is a previously registered financial professional and started their career in finance in 1991. Allen had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 22 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Allen Warren Trimble N/a

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 11, 2017 - December 31, 2025

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

San Antonio, TX

Past

August 6, 2007 - December 31, 2007

WELLSTONE SECURITIES, LLC

CRD#: 121559

CUMMING, GA

Past

July 19, 2007 - June 1, 2018

SECURE MONEY STRATEGIES, INC.

RIA

CRD#: 133735

SAN ANTONIO, TX

Past

October 14, 2004 - May 2, 2005

VERITRUST FINANCIAL, LLC

CRD#: 106594

AUSTIN, TX

Past

May 8, 2002 - November 13, 2002

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

February 6, 2001 - April 10, 2002

ECKARD INVESTMENT SERVICES, INC.

CRD#: 2711

BOERNE, TX

Past

July 15, 1999 - February 21, 2001

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Past

November 6, 1991 - March 2, 1998

ECKARD INVESTMENT SERVICES, INC.

CRD#: 2711

BOERNE, TX

Past

March 1, 1991 - August 20, 1991

KINLAW SECURITIES CORPORATION

CRD#: 18448

DALLAS, TX

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 12/31/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/21/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/28/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/1/1993

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 2/27/1991

Direct Participation Programs Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/22/2000

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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Advisor Monitoring

Firm Stability Insights

Allen W. Trimble

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WELLSTONE SECURITIES, LLC

SECURE MONEY STRATEGIES, INC.

VERITRUST FINANCIAL, LLC

NEW ENGLAND SECURITIES

ECKARD INVESTMENT SERVICES, INC.

SIGNATOR INVESTORS, INC.

ECKARD INVESTMENT SERVICES, INC.

KINLAW SECURITIES CORPORATION

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/31/1999

Series 63

Date: 2/21/1991

Series 7

Date: 2/28/2000

Series 6

Date: 7/1/1993

Series 22

Date: 2/27/1991

Series 24

Date: 6/22/2000

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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