Peter A. Van De Zilver

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CRD#: 6054713

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter A.l. Van De Zilver, who also goes by Peter Van De Zilver, was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 2012. Peter had worked at 4 firms .

Question & Answer

Are you a "fiduciary"?

Aliases

Peter Van De Zilver

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-HOME SOURCE MORTGAGE, INC. NOT INVESTMENT RELATED. 13951 CARROLL WAY, #D, TUSTIN , CA 92780. LICENSED LOAN ORIGINATOR (NMLS ID 319314). START OCT 2010. SPENDS LESS THAN 6 HOURS PER MONTH. NONE DURING TRADING HOURS. INTERVIEW PEOPLE FOR MORTGAGE LOAN APPLICATIONS. 2-OSTWIND PACIFIC. INVESTMENT-RELATED. 426 E. BAY AVE, NEWPORT BEACH, CA, 92661. PRIVATE TRADING OPERATION WHICH IS CURRENTLY IN RESEARCH MODE WITH THE GOAL OF FORMING AN HEDGE FUND WHEN RESEARCH IS COMPLETE AND SUCCESSFUL. PORTFOLIO MANAGER. START 10/2010. 80 HOURS/MONTH. ZERO HOURS DURING SECURITIES TRADING HOURS. SOLE PERSON INVOLVED IN OSTWIND PACIFIC'S ACTIVITY.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 29, 2020 - April 12, 2021

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Newport Beach, CA

Past

November 6, 2015 - December 2, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

SANTA BARBARA, CA

Past

March 15, 2013 - May 8, 2024

ANFIELD CAPITAL MANAGEMENT, LLC

RIA

CRD#: 165211

IRVINE, CA

Past

April 20, 2012 - March 28, 2013

ANFIELD CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY

RIA

CRD#: 151654

NEWPORT BEACH, CA

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.

Visual representation of state registrations

This advisor is not registered in any state.

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

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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Peter A. Van De Zilver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

PARTNERVEST ADVISORY SERVICES LLC

ANFIELD CAPITAL MANAGEMENT, LLC

ANFIELD CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

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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