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SH

Sara R. Hornick

CREATIVEONE WEALTH
Traverse City, MI 49684
Some features on this profile are disabled
CRD#: 6018017
SH

Professional summary

Sara Renee Hornick, who also goes by Sara Renee Dearmond, Sara Renee Renaud, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Traverse City, Michigan.

Sara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Sara has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sara Renee Dearmond | Sara Renee Renaud

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.
HUDSON AGENCY, LLC DBA HUDSON WEALTH MANAGEMENT - 3180 RAQUET CLUB DR, TRAVERSE CITY, MI 49684. INSURANCE SALES, INSURANCE AND ANNUITY SALES SINCE 07/2015. 25 HRS/MO, 25 HRS/MO DURING TRADING, SELLING HEALTH AND LIFE INSURANCE. GOODHEART FINANCIAL INC., INVESTMENT RELATED, 3180 RAQUET CLUB DR. TRAVERSE CITY, MI 49684. OWNER, STARTED 01/2019, 25 HRS/MN, 25 HRS/MN DURING SECURITIES TRADING HOURS, INSURANCE SALES AND SECURITIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sara Renee Hornick'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 14, 2022 - Present

CREATIVEONE WEALTH, LLC

Office #1: 3180 Racquet Club Dr. Suite A, Traverse City, MI 49684
RIA
CRD#: 281213
Traverse City, MI
Past

November 30, 2017 - December 15, 2022

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
Traverse City, MI
Past

January 23, 2017 - December 15, 2022

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
Traverse City, MI
Past

May 21, 2012 - September 20, 2012

THE LEADERS GROUP, INC.

BD
CRD#: 37157
SUMMIT, NJ

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
Michigan
(12/14/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/23/2017
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 1/31/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/23/2017
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#: 281213Traverse City, MI 49684

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