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WL

William A. Lane

CREATIVEONE WEALTH
Overland Park, KS 66210
Some features on this profile are disabled
CRD#: 4490647
WL

Professional summary

William Asher Lane JR, who also goes by William Asher Lane Jr, Bill Lane, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas and CREATIVEONE SECURITIES, LLC located in Overland Park, Kansas.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. William has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Asher Lane Jr | Bill Lane

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) - RIA

Click below to view William Asher Lane JR'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

April 3, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #1: 10975 Grandview Drive, Overland Park, KS 66210
RIA
CRD#: 281213
Overland Park, KS
Current

October 13, 2016 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211
RIA
BD
CRD#: 152974
Overland Park, KS
Past

September 28, 2016 - April 2, 2025

CREATIVEONE SECURITIES, LLC

RIA
CRD#: 152974
OVERLAND PARK, KS
Past

April 27, 2012 - December 31, 2014

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
OVERLAND PARK, KS
Past

April 26, 2012 - December 31, 2014

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

July 10, 2009 - May 13, 2010

USAA FINANCIAL PLANNING SERVICES

RIA
CRD#: 106352
SAN ANTONIO, TX
Past

July 2, 2009 - May 13, 2010

USAA FINANCIAL ADVISORS, INC.

BD
CRD#: 129035
SAN ANTONIO, TX
Past

February 3, 2003 - June 19, 2009

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
OVERLAND PARK, KS
Past

January 17, 2002 - June 19, 2009

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Kansas
(10/13/2016)
IAR
Kansas
(4/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/31/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/18/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/16/2002
General Securities Representative Examination
SRO Registrations
RR
FINRA

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts29,437
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.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213Overland Park, KS 66210

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