Matthew B. Longland

CREATIVEONE WEALTH

Crestview Hills, KY 41017

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CRD#: 5608761

Professional summary

Matthew Brent Longland, who also goes by Matthew Longland, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Crestview Hills, Kentucky.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Longland

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.) Panorama Apartments-not investment related; 117 Brent Spence Square, Covington KY 41011; non-profit organization; Board Member-Board of Directors: 2012; 0-1 hrs/mo; 0-1 hrs/mo Description: The board meets 6 times per year. 2.) MBL Medicare Solutions LLC; not investment related; 25 Town Center Blvd. Suite 104, Crestview Hills KY 41017; Medicare supplement and advantage; Member; 05/2015; -I am a silent member for succession purposes only. I do not actively participate in the sale of Medicare insurance 3.) Align Financial Partners; investment related; 25 Town Center Blvd. Suite 104 Crestview Hills, KY 41017; DBA replacing MB Longland; Owner/Financial Advisor; 07/2025; 140 hrs/mo; 140 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brent Longland'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 15, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #1: 25 Town Center Blvd Suite 104, Crestview Hills, KY 41017

RIA

CRD#: 281213

Crestview Hills, KY

Past

August 15, 2019 - January 15, 2025

PROSPERITY CAPITAL ADVISORS

RIA

CRD#: 156480

Crestview Hills, KY

Past

August 2, 2016 - August 16, 2019

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

Crestview Hills, KY

Past

August 2, 2016 - August 16, 2019

SECURITIES AMERICA, INC.

CRD#: 10205

Crestview Hills, KY

Past

April 27, 2012 - August 3, 2016

CETERA ADVISORS LLC

RIA

CRD#: 10299

CRESTVIEW HILLS, KY

Past

April 27, 2012 - August 3, 2016

CETERA ADVISORS LLC

CRD#: 10299

CRESTVIEW HILLS, KY

Past

September 7, 2010 - April 30, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

FORT MITCHELL, KY

Past

September 7, 2010 - April 30, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

FORT MITCHELL, KY

Past

December 22, 2008 - September 8, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

FORT MITCHELL, KY

Past

December 8, 2008 - September 8, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

FORT MITCHELL, KY

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

Kentucky
(1/15/2025)

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 66

Date: 12/19/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2008

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

Matthew B. Longland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Brent Longland's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERITY CAPITAL ADVISORS

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2008

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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