Gary C. Haack

CREATIVEONE WEALTH

SAN ANTONIO, TX 78213

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CRD#: 2796834

Professional summary

Gary Charles Haack is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in San Antonio, Texas.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Gary has worked at 18 firms and has passed the Series 65, 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.

1) Texas Retirement Strategies; investment related; 1100 NW Loop 410 suite 700 San Antonio, TX 78213; Fixed annuities and life insurance; Owner; 01/1996; 120 hrs/mo; 120hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Charles Haack'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

November 28, 2017 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1100 Nw Loop 410, Ste. 700, San Antonio, TX 78213

RIA

CRD#: 281213

SAN ANTONIO, TX

Past

June 2, 2016 - December 11, 2017

CORECAP ADVISORS

RIA

CRD#: 158819

San Antonio, TX

Past

June 2, 2016 - December 11, 2017

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

August 8, 2013 - June 27, 2016

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

SAN ANTONIO, TX

Past

August 1, 2013 - June 27, 2016

FSC SECURITIES CORPORATION

CRD#: 7461

SAN ANTONIO, TX

Past

September 18, 2009 - August 7, 2013

ALAMO ASSET ADVISORS

RIA

CRD#: 140166

SAN ANTONIO, TX

Past

July 7, 2009 - August 1, 2013

WFG INVESTMENTS, INC.

CRD#: 22704

SAN ANTONIO, TX

Past

June 19, 2008 - July 20, 2009

NEXT FINANCIAL GROUP, INC.

RIA

CRD#: 46214

SAN ANTONIO, TX

Past

June 19, 2008 - July 20, 2009

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

SAN ANTONIO, TX

Past

November 7, 2006 - June 24, 2008

LPL FINANCIAL LLC

RIA

CRD#: 6413

SAN ANTONIO, TX

Past

November 7, 2006 - June 24, 2008

LPL FINANCIAL LLC

CRD#: 6413

SAN ANTONIO, TX

Past

July 8, 2005 - November 14, 2006

OSAIC FS, INC.

RIA

CRD#: 3870

SAN ANTONIO, TX

Past

July 8, 2005 - November 14, 2006

OSAIC FS, INC.

CRD#: 3870

SAN ANTONIO, TX

Past

December 2, 2004 - August 8, 2005

CITISTREET FINANCIAL SERVICES LLC

RIA

CRD#: 107311

IRVING, TX

Past

December 2, 2004 - August 8, 2005

CITISTREET EQUITIES LLC

CRD#: 7447

SOMERSET, NJ

Past

November 2, 2004 - January 19, 2005

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

SAN ANTONIO, TX

Past

October 11, 2004 - January 19, 2005

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

November 17, 2003 - October 15, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

SAN ANTONIO, TX

Past

November 17, 2003 - October 15, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

November 17, 2003 - October 15, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

July 24, 2001 - November 21, 2003

VERAVEST INVESTMENTS, INC.

CRD#: 3960

WORCESTER, MA

Past

February 11, 1998 - July 13, 2001

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

HOUSTON, TX

Past

September 23, 1996 - July 13, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

CRD#: 5081

HOUSTON, 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.

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

Texas
(11/28/2017)

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: 6/18/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/3/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/11/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/19/1996

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

Gary C. Haack

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Charles Haack's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORECAP ADVISORS

CORECAP INVESTMENTS, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

ALAMO ASSET ADVISORS

WFG INVESTMENTS, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

OSAIC FS, INC.

OSAIC FS, INC.

CITISTREET FINANCIAL SERVICES LLC

CITISTREET EQUITIES LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

OSAIC FA, INC.

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

VERAVEST INVESTMENTS, INC.

VALIC FINANCIAL ADVISORS, INC.

THE VARIABLE ANNUITY MARKETING COMPANY

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/18/2002

Series 63

Date: 2/3/1998

SIE

Date: 12/11/2017

Series 7

Date: 9/17/2002

Series 6

Date: 9/19/1996

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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