Matthew R Moore
Professional Summary
Matthew R Moore, who also goes by Matthew Moore, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Centennial, Colorado. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Matthew has worked at 5 firms and has passed the Series 65, Series 63, Series 82TO, SIE, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Moore
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
12 years in the financial services industry
Current & Past Employments
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Current Firm
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
Contact Information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211Phone Number
(913) 402-7897# of Employees
222SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
35,425AUM (Assets Under Management)
$6,251,683,061Similar Advisors
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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.
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Primary Firm SEC Registration
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
State Registrations and Notice Filings
(5/11/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Dec 2023About the Series 82TO examSeries 22 — Direct Participation Programs Representative Examination
Passed Jul 2018About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2014About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Matthew R Moore's CRS (Customer Relationship Summary).
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