Kristie D. Cahill
CREATIVEONE WEALTH | Founder & Personal CFO
San Francisco, CA 94104
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CRD#: 4439727
Professional summary
Kristie Dawn Cahill, CFP®, who also goes by Kristie Cahill, Kristie Dawn James, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in San Francisco, California.
Kristie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kristie has worked at 9 firms and has passed the Series 66, Series 31 and Series 7 exams.
Biography
Kristie is a Certified Financial Planner and Wealth Advisor. She looks at each clients’ financial situation like a unique puzzle. She knows one approach won’t work for every problem; that’s why she takes the time to understand each client.
Since 2000, Kristie has worked with several well-known investment management firms. She has deliberately chosen to work as a Registered Investment Advisor because it aligns her interests with clients’ needs.
Kristie graduated from California State University, Fresno, in 2000, with a Bachelor of Arts in Mass Communication and Journalism. She attained her CFP before the age of 40, too—less than 5% of first-time CFP holders are women under the age of 40. She holds her California life and health insurance licenses and has been a Certified Estate Planner since January 2014.
When she’s not at work, Kristie loves traveling, snowboarding, scuba diving and spending time with her husband, Shane.
Question & Answer
What are your service offerings?
Education Planning
Comprehensive Financial Planni...
Investment Planning
Insurance Planning
Retirement Planning
Do you have an area of expertise or specialization?
Comprehensive Financial Planni...
401(k)/403(b)/IRAs
Buying a Home
Annuities
Charitable & Planned Giving
Asset Allocation
Career Change
Estate Planning
Investment Management
Getting Divorced
Getting Married
Mutual Funds
Real Estate
Job Loss
Insurance
Life Planning
Retirement
Stocks & Bonds
Starting a Family
Long-term Care
Sudden Wealth
Women's Finances
Are you a "fiduciary"?
Yes
Aliases
Kristie Cahill | Kristie Dawn James
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.
HAVEN WEALTH MANAGEMENT - DBA; INVESTMENT RELATED; OWNER; SINCE 01/2019; APX 120 HOURS PER MONTH, ALL OF WHICH ARE DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Kristie Dawn Cahill'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®
CFP®
Start date: 2008
Experience
Current
January 7, 2019 - Present
CREATIVEONE WEALTH, LLC
Office #1: 1 Sansome Street Suite 1400, San Francisco, CA 94104RIA
CRD#: 281213
San Francisco, CA
Past
December 21, 2018 - March 28, 2019
OPES WEALTH MANAGEMENT, LLC
RIA
CRD#: 299704
CUPERTINO, CA
Past
February 11, 2014 - June 8, 2017
OPES ADVISORS, INC.
RIA
CRD#: 132996
CUPERTINO, CA
Past
September 20, 2011 - January 22, 2014
STANCORP INVESTMENT ADVISERS, INC.
RIA
CRD#: 110228
SAN FRANCISCO, CA
Past
January 27, 2011 - September 13, 2011
MORGAN STANLEY
RIA
CRD#: 149777
SAN FRANCISCO, CA
Past
January 27, 2011 - September 13, 2011
MORGAN STANLEY
BD
CRD#: 149777
SAN FRANCISCO, CA
Past
June 10, 2004 - December 10, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
FRESNO, CA
Past
June 10, 2004 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
June 10, 2004 - December 10, 2010
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
FRESNO, CA
Past
March 5, 2004 - April 8, 2004
STATE FARM VP MANAGEMENT CORP.
BD
CRD#: 43036
BLOOMINGTON, IL
Past
January 2, 2003 - August 18, 2003
MORGAN STANLEY DW INC.
RIA
CRD#: 7556
SAN FRANCISCO, CA
Past
October 9, 2001 - August 18, 2003
MORGAN STANLEY DW INC.
BD
CRD#: 7556
PURCHASE, 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".
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
California(1/7/2019)
Exams
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
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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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Company Information
CREATIVEONE WEALTH, LLC
Founder & Personal CFOCRD#: 281213San Francisco, CA 94104TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
