Clayton D. Turner

CREATIVEONE WEALTH

Overland Park, KS 66210

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CRD#: 5072692

Professional summary

Clayton Douglas Turner, ChFC®, who also goes by Clayton Turner, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas and CREATIVEONE SECURITIES, LLC located in Overland Park, Kansas.

Clayton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Clayton has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Clayton Turner

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). CreativeOne Wealth formerly ChangePath; Investment related: CreativeOne Securities, LLC; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; Advisor/IA; 12/2019; 80 hrs/mo; 80 hrs/mo 2). Direct Wealth Advisors; Investment related; 8900 Indian Creek Parkway Suite 220 Overland Park, KS 66210; Fixed & Index Insurance; 50% owner; Part of consolidated financial services; 40 hrs/mo; 40 hrs/mo 3). Wilshire Ridge HOA; not investment related; 16613 Eby St Overland Park, KS 66085; HOA; Board Member; 01/2019; 1 hr/mo; 1 hr/mo 4.) Prospectors Club; not investment related; 13164 State Line Rd, Leawood, KS 66209; Networking Group for business owners; Member; 03/2025; 5hrs/mo; 0 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Douglas Turner'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

December 9, 2019 - Present

CREATIVEONE WEALTH, LLC

Office #1: 8900 Indian Creek Parkway #220, Overland Park, KS 66210

RIA

CRD#: 281213

Overland Park, KS

Current

December 9, 2019 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 8900 Indian Creek Parkway Suite 220, Overland Park, KS 66210

RIA

CRD#: 152974

Overland Park, KS

Past

March 25, 2017 - December 11, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Overland Park, KS

Past

March 25, 2017 - December 11, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

Overland Park, KS

Past

September 17, 2007 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

OVERLAND PARK, KS

Past

December 19, 2005 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

OVERLAND PARK, KS

Past

December 19, 2005 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

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".

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.

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

Florida
(12/9/2019)

Iowa
(12/9/2019)

Kansas
(12/9/2019)

IAR

Kansas
(12/9/2019)

Missouri
(12/9/2019)

IAR

Texas
(9/9/2020)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/12/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/6/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/16/2005

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

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

Clayton D. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Clayton Douglas Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/12/2007

Series 63

Date: 1/19/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/6/2008

Series 6

Date: 12/16/2005

FINRA

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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