AH
Alan P. Harris
CREATIVEONE WEALTH
Orem, UT 84651
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CRD#: 6385831
AH
Professional summary
Alan Paul Harris is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Orem, Utah.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Alan has worked at 3 firms and has passed the Series 65 exam.
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.) M&O Marketing; Investment related; 27777 Franklin Rd Suite 700, Southfield, MI 48034; Life insurance/annuities sales; Agent; 01/2013; 0-1 hrs/mo; 0-1 hrs/mo; Sales 2.) PH, LLC; not investment related; 1432 East 840 North Orem UT 84097; Tax Planning; Owner; 10/2021; 5-10 hrs/mo; 1 hr/mo; Manage the business and provide tax planning/tax mitigation strategies 3.) CreativeOne; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; FMO; Agent; 11/2024; 40 hrs/mo; 40 hrs/mo; Insurance/Annuity Sales 4.) Peterson Shafer; not investment related; 1432 East 840 North Orem UT 84097; Staff Accountant; 01/2017; 1 hr/mo; 1 hr/mo; Prepare tax returns 5.) Bike Peddler; not investment related; 3600 Ashton Blvd suite a, Lehi, UT 84043; Staff member; 01/2011; 1 hr/mo; 0 hrs/mo; 1 to 2 times per year I will help out. Very part time but I get a discount on bike parts. 6.) PKH LLC; not investment related; 9802 South 6000 West; Payson UT 84651; Health Supplement Sales; Member; 08/2024; 5 hrs/mo; 0 hrs/mo; Sell Health Supplement, do accounting and back-end operation 7.) P&C LLC; investment related; 1432 East 840 North Orem UT 84097; Investments; Owner; 01/2021; 5 hrs/mo; 3 hrs/mo; Accounting and Operations 8.) Reaction Data; not investment related; 1415 E 840 N Orem UT 84097; Software sales; Virtual CFO; 01/2016; 1 hr/mo; 0 hrs/mo; Accounting, Contracting, Finance management 9.) Finest Food Funding, LLC; Not investment related; 1432 East 840 North Orem UT 84097; Sort-term lending to a startup company; Manager; 2023 - 2024 - this company will close once the loan is repaid; 0 hrs/mo; 0 hrs/mo; Accounting and management of the loan process. 10.) Rental Properties; not investment related; 9802 South 6000 West; Payson UT 84651; Properties that are rented; Owner; 01/2014; 0 hrs/mo; 0 hrs/mo; own the properties and receive passive rental income 11.) Peterson Harris, Inc.; investment related; 1432 East 840 North Orem UT 84097; IAR S-Corp; IAR, Vice President/Owner; 01/2021; 127 hrs/mo; 127 hrs/mo; Manage trades, strategies for clients, manage support staff, and business operations/finances.
CRS (Client Relationship Summary) - RIA
Click below to view Alan Paul Harris'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 26, 2024 - Present
CREATIVEONE WEALTH, LLC
Office #1: 1432 E 840 North, Orem, UT 84651RIA
CRD#: 281213
Orem, UT
Past
November 24, 2014 - December 18, 2024
CORECAP ADVISORS
RIA
CRD#: 158819
EAGLE MOUNTAIN, UT
Past
August 26, 2014 - November 17, 2014
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
OREM, UT
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
Arizona(1/14/2025)
IAR
Arkansas(11/26/2024)
IAR
Georgia(1/15/2025)
IAR
Indiana(11/26/2024)
IAR
Maryland(11/26/2024)
IAR
New York(11/26/2024)
IAR
Ohio(11/26/2024)
IAR
Texas(11/26/2024)
IAR
Utah(11/27/2024)
IAR
Washington(11/26/2024)
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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Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Orem, UT 84651TRUST BUT VERIFY
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