Andrew S. Heifer

CREATIVEONE WEALTH

READING, PA 17922

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CRD#: 3028582

Professional summary

Andrew Steven Heifer, who also goes by Andy Heifer, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Reading, Pennsylvania.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Andrew has worked at 10 firms and has passed the Series 66, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Heifer

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.

PINNACLE FINANCE LLC;, Title: MEMBER, Description: , Start Date: 05-01-2006, Address: �READING, PA, Investment-related? NO, Hours per month: 5, During trading hours: 1 STILL SHINING, LLC;�, Title: 50% OWNER, Description: DISTILLERY OF MOONSHINE, Start Date: 07-25-2019, Address: READING, PA, Investment-related? NO, Hours per month: 20-30, During trading hours: 8

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Steven Heifer'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

February 9, 2024 - Present

CREATIVEONE WEALTH, LLC

Office #1: 2481 Lancaster Pike, Reading, PA 17922

RIA

CRD#: 281213

READING, PA

Past

January 4, 2017 - February 12, 2024

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

Reading, PA

Past

May 7, 2009 - December 31, 2016

PINNACLE CAPITAL ADVISORS, LLC

RIA

CRD#: 149802

SHILLINGTON, PA

Past

October 15, 2007 - March 4, 2009

UVEST FINANCIAL SERVICES GROUP, INC.

CRD#: 13787

MECHANICSBURG, PA

Past

August 3, 2004 - May 9, 2006

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SAN DIEGO, CA

Past

May 1, 2003 - April 5, 2004

M&T SECURITIES, INC.

CRD#: 17358

BALTIMORE, MD

Past

March 14, 2003 - May 1, 2003

ALLFIRST BROKERAGE CORPORATION

CRD#: 17531

BALTIMORE, MD

Past

June 14, 2001 - February 3, 2003

IFMG SECURITIES, INC.

CRD#: 14416

PURCHASE, NY

Past

September 18, 2000 - June 18, 2001

SECURITIES AMERICA, INC.

CRD#: 10205

LAVISTA, NE

Past

March 15, 2000 - September 28, 2000

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

March 19, 1998 - December 31, 1999

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

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

Pennsylvania
(2/9/2024)

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: 3/26/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/18/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/6/2003

General Securities Principal 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

Andrew S. Heifer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Steven Heifer's CRS (Customer Relationship Summary).

Certified licenses

Experience

VIRTUE CAPITAL MANAGEMENT, LLC

PINNACLE CAPITAL ADVISORS, LLC

UVEST FINANCIAL SERVICES GROUP, INC.

CUSO FINANCIAL SERVICES, L.P.

M&T SECURITIES, INC.

ALLFIRST BROKERAGE CORPORATION

IFMG SECURITIES, INC.

SECURITIES AMERICA, INC.

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/1998

Series 7

Date: 3/18/1998

Series 24

Date: 5/6/2003

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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