Joseph I. Fishman

CREATIVEONE WEALTH

Mt. Laurel, NJ 08054

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CRD#: 6336875

Professional summary

Joseph Ivan Fishman JR., who also goes by Fishman Joe, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Mt. Laurel, New Jersey.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Joseph has worked at 6 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fishman Joe

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.

FREEDOM FINANCIAL ASSOCIATES; INVESTMENT RELATED; 811 RAILROAD DRIVE, LEHT, NJ 08087; E; OWNER & AGENT; INSURANCE SALES; STARTED 07/2019; 2 HOURS/MONTH DEVOTED; 1 HOUR/MONTH DEVOTED DURING SECURITIES TRADING HOURS BENEFIT WEALTH PARTNERS (DBA); INVESTMENT RELATED; 309 FELLOWSHIP RD, SUITE 2OO, MT. LAUREL NJ 08054; INVESTMENT ADVISORY DBA; EMPLOYEE; STARTED 03/2020; 80 HOURS/MONTH DEVOTED; 60 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS. BENEFIT RESOURCE PARTNERS; INVESTMENT RELATED; 101 N. BRIDGE ST. CHIPPEWA FALLS, WI 54729; INSURANCE & ANNUITY SALES; AGENT; STARTED 07/2015; 20 HOURS / MONTH DEVOTED; 15 HOURS/MONTH DURING SECURITIES TRADING HOURS; OFFER SALE OF INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Ivan Fishman JR.'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

October 21, 2021 - Present

CREATIVEONE WEALTH, LLC

Office #1: 309 Fellowship Rd. Suite 200, Mt. Laurel, NJ 08054

RIA

CRD#: 281213

Mt. Laurel, NJ

Past

June 19, 2017 - October 15, 2021

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

Mt. Laurel, NJ

Past

February 10, 2016 - June 7, 2017

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

Little Egg Harbor Twp., NJ

Past

December 12, 2014 - February 11, 2016

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

PARKERTOWN, NJ

Past

September 5, 2014 - November 20, 2014

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

PARKERTOWN, NJ

Past

June 6, 2014 - September 3, 2014

FREEDOM WEALTH ASSOCIATES, LLC

RIA

CRD#: 171516

LINWOOD, 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".

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.

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

New Jersey
(10/21/2021)

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

State Security Law Exam

IAR

Series 65

Date: 4/14/2014

Uniform Investment Adviser Law Examination

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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Joseph I. Fishman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Ivan Fishman JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

BROOKSTONE WEALTH ADVISORS, LLC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

HORTER INVESTMENT MANAGEMENT, LLC

GRADIENT ADVISORS, LLC

FREEDOM WEALTH ASSOCIATES, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/14/2014

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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