TZ
Todd P. Zimlich
CREATIVEONE WEALTH
TOPEKA, KS 66611
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CRD#: 2897694
TZ
Professional summary
Todd Patrick Zimlich, ChFC®, CLU®, who also goes by Todd Patrick Zimuch, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Topeka, Kansas and CREATIVEONE SECURITIES, LLC located in Topeka, Kansas.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Todd has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Patrick Zimuch
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) KANSAS FINANCIAL RESOURCES; INVESTMENT-RELATED; 3311 SW VAN BUREN, TOPEKA, KS 66611; FIXED INSURANCE; AGENT; BEGAN DEC 1994; APPROXIMATELY 10 HOURS PER MONTH, WITH 10 HOURS DURING SECURITIES TRADING HOURS; FIXED INSURANCE SALES AND SERVICE. (2) CHANGEPATH, LLC; INVESTMENT-RELATED; 3311 SW VAN BUREN, TOPEKA, KS 66611; RIA ADVISORY SERVICES; REGISTERED INVESTMENT ADVISOR REPRESENTATIVE; BEGAN APR 2021; APPROXIMATELY 30 HOURS PER MONTH, WITH 30 HOURS DURING SECURITIES TRADING HOURS; INVESTMENT ADVISORY SERVICES. (3) GRACE POINT CHURCH; NOT INVESTMENT-RELATED; 5400 SW HUNTOON ST, TOPEKA, KS 66604; MINISTRY; BOARD TREASURER; BEGAN MAY 2011; APPROXIMATELY 3 HOURS PER MONTH, WITH 1 HOUR DURING SECURITIES TRADING HOURS; ATTEND BOARD MEETINGS, SIGN CHECKS.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Patrick Zimlich's 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®
Experience
Current
April 15, 2021 - Present
CREATIVEONE WEALTH, LLC
Office #1: 3311 Sw Van Buren St, Topeka, KS 66611RIA
CRD#: 281213
TOPEKA, KS
Current
April 15, 2021 - Present
CREATIVEONE SECURITIES, LLC
Office #1: 3311 Sw Van Buren St, Topeka, KS 66611RIA
BD
CRD#: 152974
Topeka, KS
Past
May 16, 2016 - April 15, 2021
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
TOPEKA, KS
Past
November 14, 2014 - April 15, 2021
SECURITIES AMERICA, INC.
BD
CRD#: 10205
TOPEKA, KS
Past
June 20, 1997 - November 14, 2014
SUNSET FINANCIAL SERVICES, INC.
BD
CRD#: 3538
TOPEKA, KS
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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/29/2025)
RR
Florida(1/29/2025)
RR
Kansas(4/15/2021)
IAR
Kansas(4/15/2021)
RR
Minnesota(4/15/2021)
RR
Missouri(4/15/2021)
RR
North Carolina(4/16/2021)
RR
Oklahoma(4/15/2021)
RR
Oregon(4/15/2021)
RR
Texas(4/15/2021)
IAR
Texas(1/30/2025)
RR
Washington(4/15/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Topeka, KS 66611TRUST BUT VERIFY
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