Patrick K. Seelye

CREATIVEONE WEALTH

Overland Park, KS 66210

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CRD#: 4646767

Professional summary

Patrick Kevin Seelye, who also goes by Pat Seelye, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas.

Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Patrick has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pat Seelye

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 Name of the other business: Financial Life Matters, LLC Investment Related?: Yes Address of other business: 1420 Wakarusa Drive, Suite 202 Lawrence, KS 66049 Nature of other business: Business Consulting, Financial Education, Sale of Insurance Products Your position: President Start Date: 09/2016 How many hours you devote to the other business per month: 160 How many hours you devote to the other business during securities trading hours: 160 Briefly describe your duties: President/Owner, Annuities, FIA, Life Insurance Sales, and Business Consulting. Offering educational classes on financial concepts that are available to the public at no charge.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kevin Seelye'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

November 1, 2021 - Present

CREATIVEONE WEALTH, LLC

Office #1: 7900 College Blvd Suite 144, Overland Park, KS 66210

RIA

CRD#: 281213

Overland Park, KS

Past

October 6, 2016 - November 4, 2021

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Overland Park, KS

Past

April 4, 2012 - December 3, 2015

QUESTAR CAPITAL CORPORATION

CRD#: 43100

LAWRENCE, KS

Past

August 31, 2010 - March 26, 2012

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

TOPEKA, KS

Past

August 6, 2008 - September 3, 2010

QUESTAR CAPITAL CORPORATION

CRD#: 43100

TOPEKA, KS

Past

June 11, 2003 - August 17, 2006

USALLIANZ SECURITIES, INC.

CRD#: 40875

TOPEKA, 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".

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

Kansas
(11/1/2021)

IAR

Texas
(8/10/2023)

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: 5/19/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/3/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/9/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/22/2009

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

Patrick K. Seelye

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick Kevin Seelye's CRS (Customer Relationship Summary).

Certified licenses

Experience

HORTER INVESTMENT MANAGEMENT, LLC

QUESTAR CAPITAL CORPORATION

ALLIANZ LIFE FINANCIAL SERVICES, LLC

QUESTAR CAPITAL CORPORATION

USALLIANZ SECURITIES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/19/2009

SIE

Date: 12/3/2015

Series 7

Date: 6/9/2003

Series 24

Date: 12/22/2009

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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