Jeffrey M. Winter

CREATIVEONE WEALTH

SCOTTSDALE, AZ

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CRD#: 3259009

Professional summary

Jeffrey Martin Winter, who also goes by Jeff Martin Winter, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Scottsdale, Arizona.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 13 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Martin Winter

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.

JEFFREY M. WINTER (SELF EMPLOYED); INVESTMENT RELATED; SCOTTSDALE, AZ 85251 & CLARKSVILLE, TN 37040; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE 08/2014; APX 80 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Martin Winter'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

July 17, 2018 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

SCOTTSDALE, AZ

Past

January 9, 2017 - November 13, 2017

STRATEGIC WEALTH ADVISORS GROUP, INC.

RIA

CRD#: 285863

SHELBY TOWNSHIP, MI

Past

March 29, 2016 - January 4, 2017

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Clinton Township, MI

Past

February 2, 2012 - August 20, 2014

UNITED ADVISORS AMERICA

RIA

CRD#: 147350

PROSPER, TX

Past

January 20, 2010 - August 10, 2010

INVESTMENT CENTERS OF AMERICA, INC.

RIA

CRD#: 16443

FARMINGTON HILLS, MI

Past

January 6, 2010 - August 10, 2010

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

FARMINGTON HILLS, MI

Past

July 1, 2009 - January 7, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

SOUTHFIELD, MI

Past

May 20, 2009 - January 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SOUTHFIELD, MI

Past

April 3, 2009 - June 17, 2009

LIFEMARK SECURITIES CORP.

CRD#: 16204

WATERFORD, MI

Past

October 9, 2008 - March 20, 2009

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

BLOOMFIELD HILLS, MI

Past

October 1, 2008 - March 20, 2009

FSC SECURITIES CORPORATION

CRD#: 7461

BLOOMFIELD HILLS, MI

Past

July 30, 2007 - September 3, 2008

COUNTRYWIDE INVESTMENT SERVICES, INC.

CRD#: 103919

BIRMINGHAM, MI

Past

January 24, 2006 - March 26, 2007

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

TROY, MI

Past

January 23, 2006 - March 26, 2007

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

TROY, MI

Past

June 29, 2005 - January 11, 2006

NATIONWIDE SECURITIES, LLC

CRD#: 11173

COLUMBUS, OH

Past

April 24, 2001 - May 5, 2005

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

Past

May 16, 2000 - November 8, 2000

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

August 20, 1999 - October 21, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 20, 1999 - October 21, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Arizona
(5/5/2022)

IAR

Tennessee
(5/17/2022)

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: 4/28/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/28/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/19/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/17/2000

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

Jeffrey M. Winter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Martin Winter's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC WEALTH ADVISORS GROUP, INC.

GRADIENT ADVISORS, LLC

UNITED ADVISORS AMERICA

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

SECURITIES AMERICA, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LIFEMARK SECURITIES CORP.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

COUNTRYWIDE INVESTMENT SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

NATIONWIDE SECURITIES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

FSC SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/28/2000

Series 63

Date: 8/28/1999

Series 7

Date: 8/19/1999

Series 24

Date: 10/17/2000

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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