Chang Shin

CREATIVEONE WEALTH

OVERLAND PARK, KS 66211

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CRD#: 2605773

Professional summary

Chang Shin, who also goes by Chang Yong Shin, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas.

Chang is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Chang has worked at 8 firms and has passed the Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chang Yong Shin

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.

Chang and Mary Shin Farm; Non-Investment Related; 00000 W 269TH ST, Lyndon, KS 66451; Farming/Leasing Land; Owner; 05/2023; 1hrs/Mo; 0hrs/Mo during Security Trading Hours. My wife and I own land and receive proceeds for leasing the property for hay production. Approximate value received annually is $2,500.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chang Shin'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

October 18, 2024 - Present

CREATIVEONE WEALTH, LLC

Office #1: 6330 Sprint Pkwy Suite 400, Overland Park, KS 66211Office #2: 6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

RIA

CRD#: 281213

OVERLAND PARK, KS

Past

November 1, 2023 - June 18, 2024

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Lenexa, KS

Past

October 23, 2018 - November 8, 2023

SCOUT INVESTMENTS, INC.

RIA

CRD#: 111787

KANSAS CITY, MO

Past

November 30, 2016 - December 19, 2017

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

OVERLAND PARK, KS

Past

June 28, 2007 - November 30, 2016

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

OVERLAND PARK, KS

Past

April 13, 2007 - June 6, 2007

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA

CRD#: 121974

KANSAS CITY, MO

Past

March 23, 2007 - June 6, 2007

AMERICAN CENTURY BROKERAGE, INC.

CRD#: 42846

KANSAS CITY, MO

Past

October 25, 2006 - June 6, 2007

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

Past

November 28, 2002 - February 10, 2003

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA

CRD#: 121974

LITTLETON, CO

Past

October 7, 2002 - November 8, 2002

AMERICAN CENTURY ADVISORY SERVICES, INC.

RIA

CRD#: 121974

LITTLETON, CO

Past

March 26, 1999 - February 10, 2003

AMERICAN CENTURY BROKERAGE, INC.

CRD#: 42846

KANSAS CITY, MO

Past

April 30, 1996 - February 10, 2003

AMERICAN CENTURY INVESTMENT SERVICES INC.

CRD#: 17437

KANSAS CITY, MO

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

Kansas
(10/18/2024)

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 66

Date: 11/27/2002

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/17/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/28/1995

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

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

Chang Shin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chang Shin's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

SCOUT INVESTMENTS, INC.

EDELMAN FINANCIAL ENGINES

FINANCIAL ENGINES ADVISOR CENTER, LLC

AMERICAN CENTURY ADVISORY SERVICES, INC.

AMERICAN CENTURY BROKERAGE, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

AMERICAN CENTURY ADVISORY SERVICES, INC.

AMERICAN CENTURY ADVISORY SERVICES, INC.

AMERICAN CENTURY BROKERAGE, INC.

AMERICAN CENTURY INVESTMENT SERVICES INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/27/2002

Series 63

Date: 4/28/1995

Series 7

Date: 4/17/1998

Series 6

Date: 3/28/1995

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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