Kirk A. Stewart

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CRD#: 4181372

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kirk Alan Stewart was a registered financial professional .

Kirk is a previously registered financial professional and started their career in finance in 2001. Kirk had worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 12, 2021 - February 28, 2022

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

OVERLAND PARK, KS

Past

October 31, 2017 - November 12, 2018

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

Topeka, KS

Past

October 27, 2017 - April 13, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

TOPEKA, KS

Past

March 25, 2014 - January 20, 2016

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

March 25, 2014 - January 20, 2016

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

March 25, 2014 - January 20, 2016

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

October 7, 2013 - February 26, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

LAWRENCE, KS

Past

August 29, 2013 - February 26, 2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

LAWRENCE, KS

Past

May 31, 2010 - July 16, 2013

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

May 31, 2010 - July 16, 2013

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

July 11, 2007 - January 25, 2008

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

July 11, 2007 - January 28, 2008

IVY DISTRIBUTORS, INC.

CRD#: 16496

OVERLAND PARK, KS

Past

June 29, 2001 - June 14, 2007

SECURITY DISTRIBUTORS

CRD#: 3336

TOPEKA, KS

Past

February 9, 2001 - June 8, 2001

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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.

Visual representation of state registrations

This advisor is not registered in any state.

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 66

Date: 10/7/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/20/2000

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: 5/28/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/8/2001

Investment Company Products/Variable Contracts Representative 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

Kirk A. Stewart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

AE WEALTH MANAGEMENT, LLC

WADDELL & REED

WADDELL & REED

IVY DISTRIBUTORS, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

WADDELL & REED

IVY DISTRIBUTORS, INC.

WADDELL & REED

IVY DISTRIBUTORS, INC.

SECURITY DISTRIBUTORS

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/2013

Series 63

Date: 10/20/2000

SIE

Date: 10/1/2018

Series 7

Date: 5/28/2010

Series 6

Date: 2/8/2001

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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