Michael H. Distefano
Professional summary
Michael H Distefano, who also goes by Michael Distefano, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Mequon, Wisconsin.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael H Distefano's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 3, 2018 - Present
CREATIVEONE WEALTH, LLC
October 21, 2016 - September 6, 2017
RIVERWATER PARTNERS LLC
August 1, 2007 - June 30, 2015
ALPS DISTRIBUTORS, INC.
August 3, 2004 - June 30, 2015
HEARTLAND ADVISORS, INC.
July 27, 2004 - July 31, 2007
HEARTLAND INVESTOR SERVICES, LLC
February 4, 2003 - April 15, 2004
SEI INVESTMENTS DISTRIBUTION CO.
November 19, 2001 - December 20, 2002
UVEST FINANCIAL SERVICES GROUP, INC.
October 1, 2000 - October 29, 2001
WELLS FARGO CLEARING SERVICES, LLC
October 20, 1998 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
Primary Firm SEC Registration
CREATIVEONE WEALTH, LLC
CRD#: 281213 / SEC#: 801-106677
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/3/2018)
Exams
Current Firm
CREATIVEONE WEALTH, LLC
CRD#: 281213 / SEC#: 801-106677
Contact information
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
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.
