Heidi J. Hilton

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CRD#: 4320791

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.

Heidi Jo Hilton, who also goes by Heidi Jo Nothelfer, was a registered financial professional .

Heidi is a previously registered financial professional and started their career in finance in 2002. Heidi had worked at 19 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Heidi Jo Nothelfer

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)Hilton Risk Strategies LLC; Investment related; 8321 100th Street SE, Alto, MI 49302; DBA for Advisory and Insurance; Co-Owner, CEO; Started 4/1/2016; 10 hours per month, 5 during trading; Provide risk management solutions for business and individuals 2)Milestones Broadcast Network LLC; Not investment related; 8321 100th Street SE, Alto, MI 49302; Media; Owner; Started 9/2014; 4 hours per month, 0 during trading; Interview people for podcast

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

July 21, 2022 - August 7, 2024

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Alto, MI

Past

March 11, 2021 - July 11, 2022

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Alto, MI

Past

February 2, 2021 - July 11, 2022

INTEGRITY ALLIANCE, LLC.

RIA

CRD#: 139627

Alto, MI

Past

August 25, 2020 - October 23, 2020

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

March 13, 2017 - December 17, 2019

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

March 6, 2017 - February 3, 2021

CORECAP ADVISORS

RIA

CRD#: 158819

Alto, MI

Past

April 13, 2016 - February 23, 2017

EPI FINANCIAL GROUP

RIA

CRD#: 174160

SOUTHFIELD, MI

Past

January 2, 2015 - September 30, 2015

REGULUS FINANCIAL GROUP, LLC

CRD#: 150631

KENTWOOD, MI

Past

September 20, 2012 - September 30, 2015

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

KENTWOOD, MI

Past

September 10, 2012 - December 31, 2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

KENTWOOD, MI

Past

November 17, 2010 - September 20, 2012

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

AUBURN HILLS, MI

Past

November 15, 2010 - September 20, 2012

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

AUBURN HILLS, MI

Past

March 5, 2010 - November 18, 2010

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

ALTO, MI

Past

August 12, 2008 - November 18, 2010

PRINCIPAL SECURITIES, INC.

CRD#: 1137

ALTO, MI

Past

April 9, 2008 - June 27, 2008

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

GRAND RAPIDS, MI

Past

April 17, 2007 - April 15, 2008

LASALLE FINANCIAL SERVICES, INC.

RIA

CRD#: 20373

WYOMING, MI

Past

April 13, 2007 - April 15, 2008

LASALLE FINANCIAL SERVICES, INC.

CRD#: 20373

WYOMING, MI

Past

January 3, 2007 - April 12, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GRAND RAPIDS, MI

Past

July 28, 2006 - April 12, 2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GRAND RAPIDS, MI

Past

April 17, 2006 - July 28, 2006

FB EQUITY SALES CORPORATION OF MICHIGAN

CRD#: 39337

LANSING, MI

Past

July 6, 2005 - December 7, 2005

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Past

February 4, 2004 - July 6, 2005

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

November 26, 2003 - February 19, 2004

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

CINCINNATI, OH

Past

June 19, 2002 - August 27, 2002

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

January 3, 2002 - April 25, 2002

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

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 65

Date: 12/22/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/30/2002

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: 4/19/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/18/2001

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

Heidi J. Hilton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

INTEGRITY ALLIANCE, LLC.

CORECAP INVESTMENTS, LLC

CORECAP INVESTMENTS, LLC

CORECAP ADVISORS

EPI FINANCIAL GROUP

REGULUS FINANCIAL GROUP, LLC

REGAL INVESTMENT ADVISORS LLC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

LASALLE FINANCIAL SERVICES, INC.

LASALLE FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FB EQUITY SALES CORPORATION OF MICHIGAN

CHASE INVESTMENT SERVICES CORP.

BANC ONE SECURITIES CORPORATION

THE O.N. EQUITY SALES COMPANY

NEW ENGLAND SECURITIES

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2006

Series 63

Date: 1/30/2002

SIE

Date: 10/1/2018

Series 7

Date: 4/19/2004

Series 6

Date: 12/18/2001

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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