Matthew N. Gallagher

CREATIVEONE WEALTH

SOUTHLAKE, TX 76092

Some features on this profile are disabled

CRD#: 5307692

Professional summary

Matthew Nikhilesh Gallagher, CFP® is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Southlake, Texas.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Matthew has worked at 4 firms and has passed the Series 65, Series 63 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.

1. NAME OF BUSINESS: PROSPERITY WEALTH MANAGEMENT, LLC - DBA; ADDRESS: 1500 CORPORATE CIRCLE, SUITE #6, SOUTHLAKE, TX 76092; START DATE: 04/2019; NATURE OF BUSINESS: FIXED INSURANCE; HOURS: 160 HRS/MO; 160 HR/MO DURING TRADING; DESCRIPTION: OFFER VARIOUS FIXED INSURANCE PRODUCTS - SALES OF FIXED, INDEX AND LIFE INSURNACE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Nikhilesh Gallagher'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

Experience

Current

May 15, 2017 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1500 Corporate Circle Suite 6, Southlake, TX 76092

RIA

CRD#: 281213

SOUTHLAKE, TX

Past

January 4, 2016 - May 15, 2017

CREATIVEONE SECURITIES, LLC

RIA

CRD#: 152974

HURST, TX

Past

May 15, 2013 - January 4, 2016

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

DALLAS, TX

Past

March 19, 2007 - November 12, 2007

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

BEDFORD, TX

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

Texas
(5/15/2017)

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: 4/14/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/16/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 3/17/2007

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

Robert Shannon

BRAZOS WEALTH ADVISORS LLC

IAR

FORT WORTH, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew N. Gallagher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Nikhilesh Gallagher's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

CREATIVEONE SECURITIES, LLC

INSTITUTE FOR WEALTH ADVISORS, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/14/2011

Series 63

Date: 3/16/2007

Series 6

Date: 3/17/2007

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

Similar Advisors