Kimberly S. Malesky

CREATIVEONE WEALTH

MONTECITO, CA 93108

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CRD#: 5255382

Professional summary

Kimberly Sara Malesky, CFP®, who also goes by Kim Horn, Kimberely S Horn, Kimberly S Horn, Kim Malesky, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Montecito, California.

Kimberly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Kimberly has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kim Horn | Kimberely S Horn | Kimberly S Horn | Kim Malesky

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. HARMONY INVESTMENT MANAGEMENT, LLC. DBA. NOT INVESTMENT RELATED. 1187 COAST VILLAGE ROAD, SUITE 1-778, MONTICETO CA 93108. OWNER. SINCE 2020. APX 5 HOURS PER MONTH / ALL DURING TRADING HOURS. 2. KIMBERLY MALESKY (DBA HARMONY INVESTMENT MANAGEMENT, LLC) INVESTMENT RELATED. 1187 COAST VILLAGE ROAD, SUITE 1-778, MONTICETO CA 93108. INSURANCE AGENT, LIFE, HEALTH, ANNUITY SALES. SINCE 2020. APX 10 HOURS PER MONTH / ALL DURING TRADING HOURS. 3. KIMBERLY S. MALESKY, NOT INVESTMENT RELATED; 1187 COAST VILLAGE ROAD, SUITE 1-778, MONTICETO CA 93108; CERTIFIED DIVORCE FINANCIAL ANALYST; ASSIST WITH DIVORCE PROCEEDINGS; SINCE 04/2021; APX 32 HOURS PER MONTH, 25 OF WHICH ARE DURING TRADING HOURS. 4. KIMBERLY MALESKY SEPARATE PROPERTY TRUST. NOT INVESTMENT RELATED. 5073 ELLA LANE, SANTA BARBARA, CA 93111. REAL ESTATE RENTAL / LANDLORD. SINCE 2017. APX 2 HOURS PER MONTH/0 OF WHICH ARE DURING TRADING HOURS. 5. SAVVY LADIES. INVESTMENT RELATED. 39 Broadway #1730, New York, NY 10006. VOLUNTEER EDUCATOR. PROVIDE FINANCIAL EDUCATION TO WOMEN THROUGH A 45 MINUTE TELEPHONE CONSULTATION. NO COMPENSATION. SINCE 2021. APX 2 HOURS PER MONTH / 1 OF WHICH IS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Sara Malesky'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

December 18, 2020 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1187 Coast Village Rd, Suite 1-778, Montecito, CA 93108

RIA

CRD#: 281213

MONTECITO, CA

Past

November 27, 2018 - December 2, 2020

MONARCH WEALTH STRATEGIES

RIA

CRD#: 136029

Santa Barbara, CA

Past

February 7, 2014 - October 7, 2020

LPL FINANCIAL LLC

RIA

CRD#: 6413

SANTA BARBARA, CA

Past

February 7, 2014 - December 22, 2020

LPL FINANCIAL LLC

CRD#: 6413

SANTA BARBARA, CA

Past

January 28, 2013 - February 7, 2014

MISSION WEALTH MANAGEMENT, LP

RIA

CRD#: 113057

SANTA BARBARA, CA

Past

March 12, 2008 - September 23, 2013

NATIONAL PLANNING CORPORATION

CRD#: 29604

SANTA BARBARA, CA

Past

February 21, 2007 - August 15, 2007

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SANTA BARBARA, CA

Past

January 17, 2007 - August 15, 2007

A. G. EDWARDS & SONS, INC.

CRD#: 4

SANTA BARBARA, 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

California
(12/18/2020)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/20/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/16/2007

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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Kimberly S. Malesky

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kimberly Sara Malesky's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONARCH WEALTH STRATEGIES

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MISSION WEALTH MANAGEMENT, LP

NATIONAL PLANNING CORPORATION

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/20/2007

SIE

Date: 10/1/2018

Series 7

Date: 1/16/2007

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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