Kelly A. Dunnahoo

CREATIVEONE WEALTH

La Verne, CA 91750

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CRD#: 4831934

Professional summary

Kelly Andrew Dunnahoo, who also goes by Kelly A Dunnahoo, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in La Verne, California.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Kelly has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kelly A Dunnahoo

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)FRUIT GROWERS LABORATORY, NON-INVEST, 853 CORPORATION ST. SANTA PAULA, CA, 05/1994, PRESIDENT, MANAGE OPS OF ENVIRONMENTAL TESTING LAB., REVIEW & APPROVE ANALYTICAL DATA, 40+ HRS/MO, 40+/ MO DURING TRADING HOURS 2) CONSUMABLES ANALYTICAL LABORATORY LLC, NON INVEST, 801 CORPORATION ST, SANTA PAULA, CA 93060, MANAGER, RESPONSIBLE FOR WORKFLOW, STAFFING, APPROVAL OF ANLYTICAL RESULTS. START 12/2017, 11-20 HRS/MO, 11-20/ MO DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Andrew Dunnahoo'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

August 17, 2018 - Present

CREATIVEONE WEALTH, LLC

Office #1: 2120 Foothill Blvd Suite 203, La Verne, CA 91750

RIA

CRD#: 281213

La Verne, CA

Past

January 12, 2011 - August 9, 2018

CONA INVESTMENT ADVISORS, LLC

RIA

CRD#: 154483

LA VERNE, CA

Past

January 5, 2010 - December 31, 2010

CAPITAL FINANCIAL SERVICES, INC.

RIA

CRD#: 8408

SAUGUS, CA

Past

January 5, 2010 - December 31, 2010

CAPITAL FINANCIAL SERVICES, INC.

CRD#: 8408

SAUGUS, CA

Past

February 15, 2008 - December 31, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

SAUGUS, CA

Past

January 2, 2008 - December 31, 2009

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

SAUGUS, CA

Past

January 23, 2006 - December 31, 2007

HBW SECURITIES LLC

CRD#: 136959

SAUGUS, CA

Past

September 6, 2004 - December 31, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

HOUSTON, TX

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

California
(8/17/2018)

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: 2/11/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/7/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/3/2004

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 11/3/2005

Investment Company Products/Variable Contracts 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

Kelly A. Dunnahoo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Andrew Dunnahoo's CRS (Customer Relationship Summary).

Certified licenses

Experience

CONA INVESTMENT ADVISORS, LLC

CAPITAL FINANCIAL SERVICES, INC.

CAPITAL FINANCIAL SERVICES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

HBW SECURITIES LLC

AMERICAN GENERAL SECURITIES INCORPORATED

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/11/2008

Series 63

Date: 9/7/2004

Series 6

Date: 9/3/2004

Series 26

Date: 11/3/2005

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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