Nathaniel L. Reeder

CREATIVEONE WEALTH

Urbandale, IA 50322

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CRD#: 3174599

Professional summary

Nathaniel Larue Reeder, who also goes by Nathan Larue Reeder, Nathaniel L Reeder, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Urbandale, Iowa.

Nathaniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Nathaniel has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nathan Larue Reeder | Nathaniel L Reeder

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. Fortress Wealth Management; 2894 106th Street Ste 120, Urbandale IA 50322; Insurance and Annuity Business - Advisor; 01/01/2017; 80 hrs per month - 40 hrs during trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Larue Reeder'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

October 18, 2021 - Present

CREATIVEONE WEALTH, LLC

Office #1: 7701 Douglas Avenue, Urbandale, IA 50322

RIA

CRD#: 281213

Urbandale, IA

Past

January 3, 2017 - October 19, 2021

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Urbandale, IA

Past

January 3, 2017 - October 19, 2021

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Urbandale, IA

Past

November 22, 2013 - December 31, 2016

INVESTMENT ADVISORS CORP

RIA

CRD#: 117531

WEST DES MOINES, IA

Past

November 22, 2013 - December 31, 2016

BROKER DEALER FINANCIAL SERVICES CORP.

CRD#: 8073

JOHNSTON, IA

Past

January 4, 2013 - November 20, 2013

FIRST HEARTLAND CONSULTANTS, INC.

RIA

CRD#: 110377

WINDSOR HEIGHTS, IA

Past

August 9, 2011 - November 19, 2013

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

WINDSOR HEIGHTS, IA

Past

January 8, 2009 - December 4, 2009

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

January 16, 2002 - June 30, 2008

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

Past

May 17, 2000 - September 6, 2001

DONALD & CO. SECURITIES INC.

CRD#: 7776

TINTON FALLS, NJ

Past

March 16, 1999 - May 15, 2000

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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

Iowa
(10/18/2021)

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 65

Date: 12/11/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/2009

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: 3/15/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/14/2014

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 4/2/2014

Registered Options 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

Nathaniel L. Reeder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathaniel Larue Reeder's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

INVESTMENT ADVISORS CORP

BROKER DEALER FINANCIAL SERVICES CORP.

FIRST HEARTLAND CONSULTANTS, INC.

FIRST HEARTLAND CAPITAL, INC.

TRANSAMERICA CAPITAL, LLC

PRINCIPAL SECURITIES, INC.

DONALD & CO. SECURITIES INC.

EDWARD JONES

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/11/2012

Series 63

Date: 1/30/2009

SIE

Date: 10/1/2018

Series 7

Date: 3/15/1999

Series 24

Date: 5/14/2014

Series 4

Date: 4/2/2014

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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