Robert L. Barton

CREATIVEONE WEALTH

Raleigh, NC 27614

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CRD#: 6455110

Professional summary

Robert Lee Barton II, who also goes by Rob Barton, Robert Lee Barton, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Raleigh, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Robert has worked at 3 firms and has passed the Series 65 and Series 66 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rob Barton | Robert Lee Barton

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) Carlson Financial Services; Investment Related; 13341 Falls of Neuse Suite 201,Raleigh, NC 27614; Sale of fixed insurance and annuity products; Insurance Agent; Start date: 01/2016; Compensation: Yes; Approx. 100 hours/month; All during trading hours (2)Fitness Trainer; B2 Investments Inc.; Investment Related: No; Location: 410 S. Dawson Suite 120 Raleigh, NC 27601; Description of the business: Strength Training Gym; Responsibilities Duties: Teach Group Fitness Classes; Start date with business: 2019-06-01; Hours devoted to business outside trading hours: 30; Percentage of total yearly compensation expected to be derived from the business: 15;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lee Barton II'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

February 17, 2021 - Present

CREATIVEONE WEALTH, LLC

Office #1: 13341 Falls Of Neuse Road Suite 201, Raleigh, NC 27614

RIA

CRD#: 281213

Raleigh, NC

Past

May 10, 2019 - March 4, 2021

THE INSTITUTE

RIA

CRD#: 127207

RALEIGH, NC

Past

January 16, 2018 - April 30, 2019

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA

CRD#: 149347

RALEIGH, NC

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

North Carolina
(2/17/2021)

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: 11/13/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/30/2016

Uniform Combined State 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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Robert L. Barton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lee Barton II's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

THE INSTITUTE

INSTITUTE FOR WEALTH ADVISORS, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2017

Series 66

Date: 6/30/2016

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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