Eric Seyboldt

CREATIVEONE WEALTH

Lewis Center, OH

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CRD#: 5279140

Professional summary

Eric Seyboldt is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Lewis Center, Ohio.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Eric has worked at 4 firms and has passed the Series 65, SIE 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.

Novus FG - Investment Related, 6922 Saint Ninians St. Lewis Center OH 43035; Fixed Insurance Sales; since 2007; approx 160 hours per month all of which are during trading hours. Novus FG - Non-investment related - Managing Director, 6922 Saint Ninians St. Lewis Center OH 43035; Fixed Insurance Sales; since 2007; approx 160 hours per month all of which are during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Seyboldt'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

December 20, 2019 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Lewis Center, OH

Past

July 2, 2018 - February 20, 2019

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

RIA

CRD#: 134008

POWELL, OH

Past

January 31, 2011 - January 15, 2016

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

LEWIS CENTER, OH

Past

August 13, 2008 - February 20, 2009

NATIONWIDE SECURITIES, LLC

RIA

CRD#: 11173

LEWIS CENTER, OH

Past

August 1, 2008 - January 15, 2016

NATIONWIDE SECURITIES, LLC

CRD#: 11173

LEWIS CENTER, OH

Past

February 20, 2007 - August 1, 2008

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

POWELL, OH

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

Ohio
(12/20/2019)

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 65

Date: 4/1/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 2/19/2007

Investment Company Products/Variable Contracts 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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Firm Stability Insights

Eric Seyboldt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Seyboldt's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPITAL CITY ASSET MANAGEMENT GROUP, LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

NATIONWIDE SECURITIES, LLC

1717 CAPITAL MANAGEMENT COMPANY

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/1/2008

SIE

Date: 1/15/2016

Series 6

Date: 2/19/2007

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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