Paul J. Kitzrow

CREATIVEONE WEALTH

Grand Rapids, MI 49512

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CRD#: 5090466

Professional summary

Paul Jacob Kitzrow, who also goes by Paul Kitzrow, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Grand Rapids, Michigan.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Paul has worked at 7 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul Kitzrow

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.

PK CAPITAL ADVISORS LLC/PK CAPITAL MANAGEMENT LLC (THE GP OF PR356 CAPITAL GROWTH FUND LP (A PRIVATE FUND LIMITED PARTNERSHIP)) AND PK CAPITAL MANAGEMENT II, LLC (THE GP OF I4301 CAPITALGROWTH FUND (A PRIVATE FUND LIMITED PARTNERSHIP)), INVESTMENT RELATED, INSURANCE AGENT/MANAGING PARTNER, 5088 CORPORATE EXCHANGE SUITE 200, GRAND RAPIDS MI 49512, RESPONSIBLE FOR SELLING LIFE AND DISABILITY INSURANCE AS WELL AS INVESTMENT ADVICE FOR HEDGE FUNDS, 08/2018, 40+ HOURS/MONTH, 40+ HOURS/MONTH DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Jacob Kitzrow'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 3, 2018 - Present

CREATIVEONE WEALTH, LLC

Office #1: 5088 Corporate Exchange Suite 200, Grand Rapids, MI 49512

RIA

CRD#: 281213

Grand Rapids, MI

Past

June 23, 2014 - October 3, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

GRAND RAPIDS, MI

Past

June 23, 2014 - October 3, 2018

G.F. INVESTMENT SERVICES, LLC

CRD#: 132939

Grand Rapids, MI

Past

September 25, 2012 - December 31, 2012

LPL FINANCIAL LLC

RIA

CRD#: 6413

GRAND RAPIDS, MI

Past

June 21, 2012 - June 27, 2014

PRIVATE ADVISOR GROUP, LLC

RIA

CRD#: 155216

GRAND RAPIDS, MI

Past

June 18, 2012 - July 1, 2014

LPL FINANCIAL LLC

CRD#: 6413

GRAND RAPIDS, MI

Past

October 13, 2010 - June 27, 2012

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

GRAND RAPIDS, MI

Past

April 2, 2008 - June 27, 2012

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

GRAND RAPIDS, MI

Past

February 7, 2006 - April 7, 2008

NEW ENGLAND SECURITIES

CRD#: 615

GRAND RAPIDS, MI

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

Michigan
(10/3/2018)

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 66

Date: 3/6/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 3

Date: 4/19/2022

National Commodity Futures Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/6/2006

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

Paul J. Kitzrow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Jacob Kitzrow's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

G.F. INVESTMENT SERVICES, LLC

LPL FINANCIAL LLC

PRIVATE ADVISOR GROUP, LLC

LPL FINANCIAL LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/6/2006

Series 3

Date: 4/19/2022

SIE

Date: 10/1/2018

Series 7

Date: 2/6/2006

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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