Wayne S. Brunt

CREATIVEONE WEALTH

Phoenix, AZ 85027

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CRD#: 2338336

Professional summary

Wayne Scott Brunt is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Phoenix, Arizona.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Wayne has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 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.

1. NAME: CUSTOM FINANCIAL SOLUTIONS; ADDRESS: 2550 W UNION HILLS DRIVE, SUITE 350-7376, PHOENIX, AZ 85027; STATE DATE: 01/2015; NATURE OF BUSINESS: FIXED INSURANCE SALES; INVESTMENT RELATED: NO; POSITION: INDEPENDENT AGENT; TOTAL HOURS PER MNTH: 160; TOTAL HOURS TRADING SECURITIES: 0; RESPONSIBILITIES: SALE OF LIFE INSURANCE AND/OR ANNUITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Scott Brunt'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

December 11, 2017 - Present

CREATIVEONE WEALTH, LLC

Office #1: 2550 W. Union Hills Drive Suite 350-7376, Phoenix, AZ 85027

RIA

CRD#: 281213

Phoenix, AZ

Past

June 16, 2014 - December 31, 2016

PACKERLAND BROKERAGE SERVICES, INC.

RIA

CRD#: 37031

Phoenix, AZ

Past

June 16, 2014 - December 31, 2016

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

Phoenix, AZ

Past

March 19, 2007 - April 16, 2014

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

SCOTTSDALE, AZ

Past

February 9, 2007 - April 16, 2014

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

SCOTTSDALE, AZ

Past

December 19, 2003 - February 9, 2007

LEGACY ADVISORY SERVICES, INC.

RIA

CRD#: 111027

GLENDALE, AZ

Past

December 11, 2003 - February 9, 2007

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

PETALUMA, CA

Past

March 20, 2001 - December 11, 2003

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

HOUSTON, TX

Past

May 5, 1993 - October 24, 2000

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

Arizona
(1/22/2018)

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: 11/24/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/4/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/22/2000

Investment Company Products/Variable Contracts 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

Wayne S. Brunt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Scott Brunt's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

LEGACY ADVISORY SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

NEXT FINANCIAL GROUP, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/1999

Series 63

Date: 5/4/1993

SIE

Date: 12/31/2016

Series 7

Date: 9/28/2000

Series 6

Date: 5/4/1993

Series 26

Date: 5/22/2000

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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