William C. Mcalpin

CREATIVEONE WEALTH

Bonita Springs, FL

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CRD#: 5595164

Professional summary

William Chad Mcalpin, who also goes by W. Chad Mcalpin, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Bonita Springs, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

W. Chad Mcalpin

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.

McAlpin Financial Group investment related 15231 Laughing Gull Lane Bonita Springs, FL 34135 Life insurance and fixed/indexed annuity sales Owner Start date - 03/2020 100 hours/month 80 hours/month during trading hours Solicit and sell non-security financial products including life insurance and fixed/indexed annuities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Chad Mcalpin'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

January 21, 2022 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Bonita Springs, FL

Past

June 5, 2020 - February 18, 2022

ALPHASTAR CAPITAL MANAGEMENT

RIA

CRD#: 157423

Bonita Springs, FL

Past

June 4, 2019 - March 20, 2020

PRUCO SECURITIES, LLC.

CRD#: 5685

JACKSONVILLE, FL

Past

November 8, 2017 - May 16, 2019

NYLIFE SECURITIES LLC

CRD#: 5167

TALLAHASSEE, FL

Past

December 11, 2008 - October 25, 2017

MWA FINANCIAL SERVICES INC.

CRD#: 112630

TALLAHASSEE, FL

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

Florida
(2/2/2022)

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: 8/1/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/2009

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/30/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/10/2008

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/5/2010

Investment Company Products/Variable Contracts Principal 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

William C. Mcalpin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Chad Mcalpin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALPHASTAR CAPITAL MANAGEMENT

PRUCO SECURITIES, LLC.

NYLIFE SECURITIES LLC

MWA FINANCIAL SERVICES INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/1/2019

Series 63

Date: 1/6/2009

SIE

Date: 10/1/2018

Series 7

Date: 5/30/2018

Series 6

Date: 12/10/2008

Series 26

Date: 3/5/2010

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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