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RC

Ricardo W. Cabrera

CREATIVEONE WEALTH
Las Vegas, NV 89145
Some features on this profile are disabled
CRD#: 5632596
RC

Professional summary

Ricardo William Cabrera, who also goes by Ricardo W Cabrera, Rick W Cabrera, Rick Cabrera, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Las Vegas, Nevada.

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

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ricardo W Cabrera | Rick W Cabrera | Rick Cabrera

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.) Cabrera Advisory Services, LLC; Investment Related; Las Vegas, NV 89135; Maintain bookkeeping records for my income & Expenses related to my Financial Services Business as an Investment Advisor Representative and Fixed Insurance Agent; 2/2014; 4 hrs/mo; 1 hrs/mo 2.) Ricardo William Cabrera; Investment Related, 10161 Park Run Drive, Suite 150, Las Vegas, NV 89145; Life Insurance and Annuity Sales; Insurance Agent; 09/2008; 45 hrs/mo; 10 hrs/mo 3.) Support Local; not investment related; Virtual - https://wearesupportlocal.com/; business category exclusive community; Administrator of New Community; 07/2025; 8 hrs/mo; 4 hrs/mo; Support Local Networking Community

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ricardo William Cabrera'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

April 22, 2019 - Present

CREATIVEONE WEALTH, LLC

Office #1: 10161 Park Run Drive Suite 150, Las Vegas, NV 89145
RIA
CRD#: 281213
Las Vegas, NV
Past

June 20, 2017 - March 26, 2019

WITTMAN CAPITAL MANAGEMENT INVESTMENT & ESTATE COUNSEL,LLC

RIA
CRD#: 151676
HENDERSON, NV
Past

June 5, 2014 - June 15, 2017

WITTMAN CAPITAL MANAGEMENT INVESTMENT & ESTATE COUNSEL,LLC

RIA
CRD#: 151676
Henderson, NV
Past

September 27, 2013 - December 31, 2017

G.F. INVESTMENT SERVICES, LLC

BD
CRD#: 132939
HENDERSON, NV
Past

January 11, 2012 - June 4, 2012

LANDMARK ADVISORS NEVADA

RIA
CRD#: 158910
HENDERSON, NV
Past

January 6, 2010 - October 3, 2011

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
LAS VEGAS, NV
Past

January 6, 2010 - October 3, 2011

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
LAS VEGAS, NV
Past

June 3, 2009 - January 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LAS VEGAS, NV
Past

April 3, 2009 - January 6, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
LAS VEGAS, NV

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
Nevada
(4/22/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/2/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/2/2009
General Securities Representative Examination

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts29,437
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.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213Las Vegas, NV 89145

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