BA
Brian T. Abbott
CREATIVEONE WEALTH
Lawrence, KS 66049
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CRD#: 3222569
BA
Professional summary
Brian Thomas Abbott is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Lawrence, Kansas.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 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.) Creative One; not investment related; 3200 Mesa Way, Ste A, Lawrence, KS 66049; Selling fixed insurance products; Insurance Agent; 5/2024; 5 hrs/mo; 5 hrs/mo 2.) Brian Abbott Insurance Benefits; not investment related; 3200 Mesa Way, Ste A, Lawrence, KS 66049; Medicare Sales; Owner; 09/2021; 1 hr/mo; 1 hr/mo; Medicare Sales 3.) The Capital Concierge Medicare; not investment related; 3200 Mesa Way, Ste A, Lawrence, Ks 66049; Medicare sales; Owner; 10/2024; 5 hrs/mo; 5 hrs/mo 4.) Notary; not investment related; 2012 Palmer Dr, Lawrence, KS 66047; Notarize Documents; Notary; 01/2008; 1 hr/mo; 1 hr/mo; 5.) First Assured Mortgage, LLC; not investment related; 4830 Bob Billings Parkway, #100A, Lawrence, KS 66049; Doing mortgages; Mortgage Loan Originator; 02/2012; 5 hrs/mo; 5 hrs/mo; Originating Loans 6.) B&E Property Management, LLC; not investment related; 2012 Palmer Dr, Lawrence, Ks 66047; Real Estate; Owner; 08/2016; Manage real estate needs; 5 hrs/mo; 5 hrs/mo 7.) The Capital Concierge, LLC; investment related; 3200 Mesa Way, Ste A, Lawrence, KS 66049; DBA, Life Insurance, Annuities, Securities, Medicare; Owner; 09/2021; 130 hrs/mo; 130 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Brian Thomas Abbott's 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®
NoneExperience
Current
October 9, 2025 - Present
CREATIVEONE WEALTH, LLC
Office #1: 5100 W 6th St Apt E18, Lawrence, KS 66049RIA
CRD#: 281213
Lawrence, KS
Past
January 22, 2010 - November 6, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Lawrence, KS
Past
January 22, 2010 - December 31, 2019
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
LAWRENCE, KS
Past
January 2, 2009 - January 22, 2010
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
SAINT PETERSBURG, FL
Past
October 18, 2007 - January 25, 2010
KEATING FINANCIAL ADVISORY SERVICES
RIA
CRD#: 142772
LAWRENCE, KS
Past
December 16, 1999 - January 2, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
LAWRENCE, KS
Past
June 16, 1999 - January 22, 2010
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
LAWRENCE, KS
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
Kansas(10/9/2025)
IAR
Texas(10/9/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Lawrence, KS 66049TRUST BUT VERIFY
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