Brent W. Crawford

CREATIVEONE WEALTH

Ruston, LA 71270

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CRD#: 2929620

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.

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.) Crawford Financial Group; not investment related; 1831 N. Trenton St Suite 1 Ruston, LA 71270; Insurance Sales; Owner/Agent; 09/1995; 300 hrs/mo; 300 hrs/mo 2.) Crawford Property Holdings; not investment related; 1831 N Trenton St Suite 1 Ruston, LA 71270; Real Estate Property; Owner; 09/2000; 10 hrs/mo; 0 hrs/mo 3.) CreativeOne Wealth, LLC; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; investment advisory company; investment adviser representative; 01/2024; 600 hrs/mo; 600 hrs/mo; provide investment related advice for a fee

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Wade Crawford'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

January 25, 2024 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1831 North Trenton Street Suite 1, Ruston, LA 71270

RIA

CRD#: 281213

Ruston, LA

Current

January 25, 2024 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 1831 North Trenton Street Suite 1, Ruston, LA 71270

RIA

CRD#: 152974

Ruston, LA

Past

November 14, 2014 - February 1, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

RUSTON, LA

Past

November 14, 2014 - February 1, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

RUSTON, LA

Past

October 15, 2010 - November 14, 2014

SUNSET FINANCIAL SERVICES, INC.

RIA

CRD#: 3538

RUSTON, LA

Past

November 21, 1997 - November 14, 2014

SUNSET FINANCIAL SERVICES, INC.

CRD#: 3538

RUSTON, LA

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.

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

Arkansas
(1/25/2024)

Florida
(1/25/2024)

Illinois
(1/25/2024)

Kentucky
(1/25/2024)

Louisiana
(1/25/2024)

IAR

Louisiana
(1/25/2024)

Mississippi
(1/25/2024)

North Carolina
(2/1/2024)

South Carolina
(1/25/2024)

Texas
(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

State Security Law Exam

Series 63

Date: 6/11/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/18/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/21/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 6/28/2001

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

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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Firm Stability Insights

Brent W. Crawford

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brent Wade Crawford's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

SUNSET FINANCIAL SERVICES, INC.

SUNSET FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 6/11/2003

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2008

Series 6

Date: 10/21/1997

Series 26

Date: 6/28/2001

FINRA

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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