DB
Daniel J. Bartholomew
CREATIVEONE WEALTH
New Albany, OH 43054
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CRD#: 6028125
DB
Professional summary
Daniel James Bartholomew is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in New Albany, Ohio.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 3 firms and has passed the SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Preferred Planning Services - Not investment related; 106 E Main st. New Albany, OH 43054, Owner since Nov 2019 Approx Hrs Per Mth: 150 Hrs | Approx Trading Hrs Per Mth: 110 Hrs | Description of Duties: Sales and service of insurance products. 2) Preferred Planning Services -investment related; 106 E Main st. New Albany, OH 43054, Sales/Agent since Nov 2019 Approx Hrs Per Mth: 150 Hrs | Approx Trading Hrs Per Mth: 110 Hrs | Description of Duties: Sales and service of insurance products. 3) LOCAL CHAMBER OF COMMERCE | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER/TRUSTEE- | ADDRESS: 2011 RIVERSIDE DR COLUMBUS OH 43221 | START DATE: 2016-01-01 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION- | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 HOURS | DESCRIPTION OF DUTIES: I WILL BE 1 OF 12-15 BOARD MEMBERS TASKED WITH THE DEVELOPMENT OF THE UPPER ARLINGTON AREA CHAMBER OF COMMERCE: ADVISE ON MEMBER BENEFITS FOR THE CHAMBER, DATES, LOCATIONS AND TIMES FOR CHAMBER EVENTS THROUGHOUT THE YEAR.
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Bartholomew's 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®
NoneExperience
Current
November 11, 2019 - Present
CREATIVEONE WEALTH, LLC
Office #1: 106 E. Main St, New Albany, OH 43054RIA
CRD#: 281213
New Albany, OH
Past
July 13, 2015 - August 10, 2018
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
COLUMBUS, OH
Past
May 25, 2012 - July 14, 2015
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
COLUMBUS, OH
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
Ohio(11/11/2019)
Exams
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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