Nicholas E. Fuller

CREATIVEONE WEALTH

Gilbert, AZ 85295

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CRD#: 5535237

Professional summary

Nicholas Edwin Fuller, who also goes by Nick Edwin Fuller, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Gilbert, Arizona.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Nicholas has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Nick Edwin Fuller

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. Fuller Wealth Management; investment related; 1772 E Boston St Suite 103 Gilbert, AZ 85295; DBA/Wealth Management; Owner; 06/2013; 40 hrs/mo; 40 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Edwin Fuller'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 26, 2019 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1772 E Boston St Suite 103, Gilbert, AZ 85295

RIA

CRD#: 281213

Gilbert, AZ

Past

October 2, 2013 - March 31, 2020

DYNAMIC

RIA

CRD#: 151367

TEMPE, AZ

Past

May 24, 2013 - September 24, 2013

DINOSAUR FINANCIAL GROUP, L.L.C

CRD#: 104446

NEW YORK, NY

Past

May 27, 2011 - September 26, 2013

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

SAN JOSE, CA

Past

April 6, 2011 - May 24, 2011

FFEC WEALTH PARTNERS LLC

RIA

CRD#: 16507

SCOTTSDALE, AZ

Past

March 11, 2011 - May 24, 2011

FFEC WEALTH PARTNERS LLC

CRD#: 16507

SCOTTSDALE, AZ

Past

November 17, 2009 - March 15, 2011

EDWARD JONES

RIA

CRD#: 250

TEMPE, AZ

Past

September 29, 2009 - March 15, 2011

EDWARD JONES

CRD#: 250

TEMPE, 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
(12/26/2019)

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 66

Date: 11/9/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/28/2009

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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Advisor Monitoring

Firm Stability Insights

Nicholas E. Fuller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Edwin Fuller's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNAMIC

DINOSAUR FINANCIAL GROUP, L.L.C

CONCERT WEALTH MANAGEMENT

FFEC WEALTH PARTNERS LLC

FFEC WEALTH PARTNERS LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/9/2009

Series 7

Date: 9/28/2009

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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