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JK

Janet M. Knight

CREATIVEONE WEALTH
Lake Wales, FL
Some features on this profile are disabled
CRD#: 3041533
JK

Professional summary

Janet Mohler Knight, who also goes by Jan Knight, Janet Rae Knight, Jan Mohler, Janet Rae Mohler, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Lake Wales, Florida.

Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Janet has worked at 4 firms and has passed the Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jan Knight | Janet Rae Knight | Jan Mohler | Janet Rae Mohler

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janet Mohler Knight'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

April 8, 2026 - Present

CREATIVEONE WEALTH, LLC

RIA
CRD#: 281213
Lake Wales, FL
Past

September 3, 2020 - April 7, 2026

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
FORT LAUDERDALE, FL
Past

January 24, 2013 - May 2, 2019

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
FT LAUDERDALE, FL
Past

October 16, 2012 - May 2, 2019

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FT LAUDERDALE, FL
Past

March 13, 2006 - June 21, 2012

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
FT LAUDERDALE, FL
Past

May 13, 2005 - June 21, 2012

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FT LAUDERDALE, FL
Past

April 16, 1998 - December 31, 1998

SIGMA FINANCIAL CORPORATION

BD
CRD#: 14303
ANN ARBOR, MI

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.

Highlighted states indicate IAR registrations

IAR
Florida
(4/8/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/26/2006
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/12/2005
Investment Company Products/Variable Contracts Representative Examination

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts29,437
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.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213Lake Wales, FL

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