Brent Wade Crawford
Professional Summary
Brent Wade Crawford is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Ruston, Louisiana and CREATIVEONE SECURITIES, LLC located in Ruston, Louisiana. Brent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Brent has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
Years of Experience
29 years in the financial services industry
Current & Past Employments
Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
Current Firm
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
Contact Information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211Phone Number
(913) 402-7897# of Employees
222SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
35,425AUM (Assets Under Management)
$6,251,683,061Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
Primary Firm SEC Registration
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
State Registrations and Notice Filings
(1/25/2024)
(1/25/2024)
(1/25/2024)
(1/25/2024)
(1/25/2024)
(1/25/2024)
(1/25/2024)
(2/1/2024)
(1/25/2024)
(1/25/2024)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1997About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2001About the Series 26 examSRO Registrations
Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
CRS (Client Relationship Summary) - RIA
Click below to view Brent Wade Crawford's CRS (Customer Relationship Summary).
Similar Advisors
RGA INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NYLIFE SECURITIES LLC
GLOBAL RETIREMENT PARTNERS LLC
