MH
Marcus E. Hudson
CREATIVEONE WEALTH
Traverse City, MI 49684
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CRD#: 5531484
MH
Professional summary
Marcus Edward Hudson, who also goes by Marc Edward Hudson, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Traverse City, Michigan.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Marcus has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marc Edward Hudson
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)HUDSON AGENCY, LLC,DBA HUDSON WEALTH MANAGEMENT - 3180 RACQUET CLUB DR. UNIT A., TRAVERSE CITY, MI; LIFE, HEALTH, ACCIDENT, PROPERTY INSURANCE, ANNUITY SALES MEDICARE SUPPLEMENTS, TELEMARKETING. OWNER AND EXECUTIVE PARTNER. SINCE 06/2012. 75 HRS/MONTH. 60 HRS/MONTH DURING TRADING HOURS. 2)MIDWEST BENEFITS ALLIANCE - 3180 RACQUET CLUB DR. UNIT A., TRAVERSE CITY, MI; LIFE, HEALTH & ACCIDENT INSURANCE SALES; SINCE 02/2014 3)HUDSON FINANCIAL GROUP, LLC, FKA INSURANCE WORLD LLC - 3180 RACQUET CLUB DR. UNIT A., TRAVERSE CITY, MI; LIFE, HEALTH, INSURANCE SALES. SINCE 05/2014, NAME CHANGE 10/1/2017 4)MARC HUDSON PROPERTY MANAGEMENT, LLC - 3180 RACQUET CLUB DR. UNIT A., TRAVERSE CITY, MI. STARTED 08/2018. OWNER, 2 HRS DEVOTED DURING TRADING HOURS, PROPERTY MANAGEMENT
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Edward Hudson's 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®
NoneExperience
Current
December 14, 2022 - Present
CREATIVEONE WEALTH, LLC
Office #1: 3180 Racquet Club Dr, Ste A, Traverse City, MI 49684RIA
CRD#: 281213
Traverse City, MI
Past
November 23, 2016 - December 15, 2022
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
Traverse City, MI
Past
May 9, 2016 - December 15, 2022
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
Traverse City, MI
Past
October 8, 2009 - January 8, 2016
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
TRAVERSE CITY, MI
Past
June 19, 2008 - October 2, 2008
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
LANSING, 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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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(12/14/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Traverse City, MI 49684TRUST BUT VERIFY
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