Kevin P. Bard

CREATIVEONE WEALTH

Florence, KY 41042

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CRD#: 2355759

Professional summary

Kevin Paul Bard is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Florence, Kentucky.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Kevin has worked at 11 firms and has passed the Series 65, Series 63, 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.

7160 First Financial Dr. Suite 202 Burlington, KY 41005 DBA: CREATIVE ASSET SOLUTIONS, LLC. INSURANCE AGENT OFFERING FIXED ANNUITIES, LIFE AND LONG TERM CARE. APPROXIMATELY 120 HOURS PER MONTH, OF WHICH 100 HOURS ARE DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Paul Bard'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

February 17, 2020 - Present

CREATIVEONE WEALTH, LLC

Office #1: 7310 Turfway Rd, Suite 550, Florence, KY 41042

RIA

CRD#: 281213

Florence, KY

Past

February 6, 2020 - February 6, 2020

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Burlington, KY

Past

August 3, 2012 - February 22, 2022

BRIDGERIVER ADVISORS LLC

RIA

CRD#: 142501

FLORENCE, KY

Past

March 10, 2010 - November 18, 2010

QUESTAR CAPITAL CORPORATION

CRD#: 43100

CLINTON TWP, MI

Past

October 12, 2006 - March 12, 2008

SILVER OAK SECURITIES, INCORPORATED

CRD#: 46947

JACKSON, TN

Past

June 20, 2001 - October 21, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

March 31, 1999 - October 18, 2000

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

March 31, 1999 - October 18, 2000

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

Past

January 4, 1999 - February 17, 1999

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

November 5, 1997 - December 31, 1998

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

August 26, 1996 - November 5, 1997

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

April 2, 1996 - September 5, 1996

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

July 8, 1993 - March 11, 1996

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

July 8, 1993 - March 11, 1996

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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

Indiana
(3/18/2025)

IAR

Kentucky
(2/17/2020)

IAR

Michigan
(4/20/2023)

IAR

Ohio
(5/4/2023)

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: 2/28/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/23/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/7/1993

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)

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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

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kevin P. Bard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Paul Bard's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

BRIDGERIVER ADVISORS LLC

QUESTAR CAPITAL CORPORATION

SILVER OAK SECURITIES, INCORPORATED

TRANSAMERICA FINANCIAL ADVISORS, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

VOYA FINANCIAL ADVISORS, INC.

VESTAX SECURITIES CORPORATION

WMA SECURITIES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2012

Series 63

Date: 8/3/1993

Series 7

Date: 2/23/1998

Series 6

Date: 7/7/1993

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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