EW
Erin L. Wilmer
CREATIVEONE WEALTH
Pensacola, FL
Some features on this profile are disabled
CRD#: 6075672
EW
Professional summary
Erin Lanette Wilmer, who also goes by Erin Lanette Hill, Erin Lanette Walker, Erin Wilmer, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Pensacola, Florida and CREATIVEONE SECURITIES, LLC located in Pensacola, Florida.
Erin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Erin has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Erin Lanette Hill | Erin Lanette Walker | Erin Wilmer
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.CREATIVEONE WEALTH; investment-related; 6330 Sprint Pkwy Suite 400, Overland Park, KS 66211; Advisor; Financial Services; Advisor; 10/2022; 30 hrs/mo; 30 hrs/mo; Provide advice (fee based) fiduciary 2.ERIN EDIFIES, LLC; not investment-related; 3394 Chantarene Drive Pensacola, FL 32507; Motivational, also vendor for state of FL for marketing and advertisement; Owner; 04/2020; 10 hrs/mo; 0 hrs/mo; Motivational Speaker 3.IMPACT 100 GLOBAL PENSACOLA BAY AREA; not investment-related; 2840 W. Bay Drive #113, Belleair Bluffs, FL 33770; Non-Profit; Member; 03/2023; 2 hrs/mo; 0 hrs/mo; Review grants, vote on applications 4.NATIONAL COALITION OF 100 BLACK WOMEN PENSACOLA CHAPTER; Not investment-related; 1720 Peachtree St NW Suite 1020 North Tower Atlanta, GA 30309; Non-Profit; Leadership; 3 hrs/mo; 0 hrs/mo; Mentorship 5.PENSACOLA LIFE CHURCH; Not investment-related; 8260 Pensacola Blvd Pensacola, FL 32534; Religious organization; Elder/Leader; 01/2014; 5 hrs/mo; 1 hr/mo; Minister 6.PERDIDO KEY CHAMBER OF COMMERCE; Not investment-related; 15500 Perdido Key Drive Pensacola, FL 32507; Community engagement; Board Member; 08/2012; 6 hrs/mo; 2 hrs/mo; Support chamber events fundraising 7.THE WINGATE GROUP INC; Investment-related; 4854 Woodbine Rd Pace, FL 32571; Financial Services; Agent; 09/2022; 40 hrs/mo; 40 hrs/mo; Financial Planning 8.WILMER FINANCIAL GROUP INC; Investment-related; 714 N Devillers Pensacola, FL 32501; Financial Services, also vendor for state of FL for Advisory and retirement plans; Owner; 09/2022; 100 hrs/mo; 90 hrs/mo; Financial Offerings 9. Baptist Healthcare Women's Association Advisory Board; P.O. Box 17500 Pensacola, FL 32522; Community healthcare organization for women; Board Member; 10.20.23; .5 hrs/mo; .5 hrs/mo; Support group 10. Steve Speaks; not investment related; 3394 Chantarene Drive Pensacola, FL 32507; Sales training/Motivational Speaker; Manager; 02/2017; 0 hrs/mo; 0 hrs/mo; Spousal Support only 11. The Wilmer Foundation; not investment related; 3394 Chantarene Drive Pensacola, FL 32507; Non-profit Financial literacy for the community; 5 hrs/mo; 0hrs/mo; Oversee day to day operations/Conduct seminar
CRS (Client Relationship Summary) - RIA
Click below to view Erin Lanette Wilmer'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
February 7, 2023 - Present
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Pensacola, FL
Current
November 9, 2022 - Present
CREATIVEONE SECURITIES, LLC
RIA
BD
CRD#: 152974
Pensacola, FL
Past
August 7, 2012 - July 21, 2022
EDWARD JONES
RIA
CRD#: 250
PENSACOLA, FL
Past
July 20, 2012 - July 21, 2022
EDWARD JONES
BD
CRD#: 250
PENSACOLA, FL
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/23/2023)
IAR
Florida(2/7/2023)
RR
Florida(2/20/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
