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AB

Aaron D. Brown

CREATIVEONE WEALTH
Santa Barbara, CA 93105
Some features on this profile are disabled
CRD#: 4864142
AB

Professional summary

Aaron Del Brown is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Santa Barbara, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Aaron has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Aaron Del Brown'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

October 26, 2020 - Present

CREATIVEONE WEALTH, LLC

Office #1: 360 S Hope Ave C-210, Santa Barbara, CA 93105
RIA
CRD#: 281213
Santa Barbara, CA
Past

September 22, 2020 - February 23, 2022

MIT ASSOCIATES, LLC

BD
CRD#: 121171
TIBURON, CA
Past

October 15, 2018 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA
CRD#: 113621
SANTA BARBARA, CA
Past

September 30, 2016 - October 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MONTECITO, CA
Past

September 30, 2016 - October 25, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MONTECITO, CA
Past

October 17, 2007 - October 3, 2016

EDWARD JONES

RIA
CRD#: 250
GOLETA, CA
Past

October 3, 2007 - October 3, 2016

EDWARD JONES

BD
CRD#: 250
GOLETA, CA
Past

January 1, 2005 - July 20, 2007

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

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
(10/26/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/25/2005
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: 10/1/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/20/2004
Investment Company Products/Variable Contracts Representative Examination

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#: 281213Santa Barbara, CA 93105

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