Brittany D. Slater-gautreau

CREATIVEONE WEALTH

Eagle, ID 83616

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CRD#: 4885737

Professional summary

Brittany Danielle Slater-gautreau, who also goes by Brittany Gautreau, Tany Gautreau, Brittany Danielle Slater, Brittany Slater, Tany Slater, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Eagle, Idaho.

Brittany is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Brittany has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brittany Gautreau | Tany Gautreau | Brittany Danielle Slater | Brittany Slater | Tany Slater

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) Tenacity Inc. DBA Tenacity Wealth Management; investment related; 776 E. Riverside Drive, #206, Eagle, ID 83616; Owner; 401k plan and a brokerage account under this entity; 12/2020; 5 hrs/mo; 5 hrs/mo; Bookkeeping, payroll, expense payments. 2) ZandT Holdings LLC; not investment related; 2976 E. State St, Suite 120-402, Eagle, ID 83616; Real Estate rental management company; Managing Member/Part Owner; 01/2018; 5 hrs/mo; 5 hrs/mo; Operations work, expenses, bookkeeping, and payroll 3) Mountain States Policy Center; not investment related; PO BOX 2639 COEUR D'ALENE, ID, 83816; Secretary of the Board; Start date 3/17/2023; ; 5 hours/month; No market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittany Danielle Slater-gautreau'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

May 19, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #1: 776 E. Riverside Drive Suite 205, Eagle, ID 83616Office #2: 311 E. Coeur D'alene Ave Suite 8, Coeur D'alene, ID 83814

RIA

CRD#: 281213

Eagle, ID

Past

November 16, 2020 - May 16, 2025

AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001

Newport Beach, CA

Past

November 20, 2017 - October 30, 2020

WESTPARK CAPITAL, INC.

CRD#: 39914

Bellevue, WA

Past

July 8, 2016 - September 22, 2016

ALPHA CUBED INVESTMENTS, LLC

RIA

CRD#: 159347

Bellevue, WA

Past

June 3, 2015 - December 12, 2017

SGMA CAPITAL MARKETS LIMITED

CRD#: 135327

NEWPORT BEACH, CA

Past

March 10, 2015 - May 21, 2025

CLARITY CAPITAL PARTNERS

RIA

CRD#: 129898

NEWPORT BEACH, CA

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

Idaho
(5/19/2025)

IAR

Washington
(7/18/2025)

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

Series 63

Date: 3/9/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/26/2015

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/3/2015

General Securities Representative 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

Brittany D. Slater-gautreau

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brittany Danielle Slater-gautreau's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN TRUST INVESTMENT SERVICES, INC.

WESTPARK CAPITAL, INC.

ALPHA CUBED INVESTMENTS, LLC

SGMA CAPITAL MARKETS LIMITED

CLARITY CAPITAL PARTNERS

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/9/2015

Series 65

Date: 2/26/2015

SIE

Date: 10/1/2018

Series 7

Date: 6/3/2015

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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