Trey R. Holman

CREATIVEONE WEALTH

Chandler, AZ 85286

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CRD#: 5531570

Professional summary

Trey Robert Holman is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Chandler, Arizona.

Trey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Trey has worked at 7 firms and has passed the Series 65, Series 63, 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.

1.) HOLMAN WEALTH MANAGEMENT; INVESTMENT RELATED; 1839 E. QUEEN CREEK RD #1, CHANDLER, AZ 85286; INSURANCE SALES; FOUNDER & FINANCIAL ADVISOR; 07/2016; 160 HRS/MO; 160 HRS/MO; INSURANCE SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trey Robert Holman'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

August 22, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1839 E Queen Creek Rd #1, Chandler, AZ 85286

RIA

CRD#: 281213

Chandler, AZ

Past

August 14, 2018 - August 22, 2025

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

CHANDLER, AZ

Past

July 21, 2016 - August 14, 2018

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

CHANDLER, AZ

Past

July 28, 2015 - July 22, 2016

CALTON & ASSOCIATES, INC.

RIA

CRD#: 20999

Mesa, AZ

Past

June 16, 2015 - July 22, 2016

CALTON & ASSOCIATES, INC.

CRD#: 20999

Mesa, AZ

Past

March 27, 2015 - June 8, 2015

INNOVATION PARTNERS LLC

CRD#: 146344

CHARLOTTE, NC

Past

December 15, 2014 - January 8, 2015

MML STRATEGIC DISTRIBUTORS, LLC

CRD#: 168638

Phoenix, AZ

Past

December 15, 2014 - January 8, 2015

MML INVESTORS SERVICES, LLC

CRD#: 10409

PHOENIX, AZ

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

Arizona
(8/26/2025)

IAR

Texas
(8/22/2025)

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: 7/8/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/2/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/15/2014

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

Trey R. Holman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trey Robert Holman's CRS (Customer Relationship Summary).

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

CALTON & ASSOCIATES, INC.

CALTON & ASSOCIATES, INC.

INNOVATION PARTNERS LLC

MML STRATEGIC DISTRIBUTORS, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2015

Series 63

Date: 6/2/2015

SIE

Date: 7/22/2016

Series 6

Date: 12/15/2014

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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