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HF

Harrison S. Falteisek

CREATIVEONE WEALTH
Hudson, WI 54016
Some features on this profile are disabled
CRD#: 6464947
HF

Professional summary

Harrison Scott Falteisek, who also goes by Harrison Scott Falteisek, Harrison Falteisek, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Hudson, Wisconsin and CREATIVEONE SECURITIES, LLC located in Hudson, Wisconsin.

Harrison is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Harrison has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Harrison Scott Falteisek | Harrison Falteisek

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Harrison Scott Falteisek'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

November 1, 2024 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1600 Maxwell Drive Suite 2, Hudson, WI 54016
RIA
CRD#: 281213
Hudson, WI
Current

November 1, 2024 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 1600 Maxwell Dr Suite 2, Hudson, WI 54016
RIA
BD
CRD#: 152974
Hudson, WI
Past

January 19, 2024 - November 6, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
HUDSON, WI
Past

January 19, 2024 - November 6, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
HUDSON, WI
Past

December 10, 2021 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
HUDSON, WI
Past

December 10, 2021 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
HUDSON, WI
Past

February 11, 2021 - November 17, 2021

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
MINNEAPOLIS, MN
Past

May 28, 2020 - November 17, 2021

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
MINNEAPOLIS, MN
Past

December 14, 2016 - May 29, 2020

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
SAINT LOUIS PARK, MN
Past

October 28, 2015 - October 27, 2016

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MENDOTA HTS, MN

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
California
(2/28/2025)
RR
Minnesota
(11/1/2024)
IAR
Minnesota
(11/1/2024)
IAR
Texas
(11/1/2024)
RR
Wisconsin
(11/1/2024)
IAR
Wisconsin
(11/1/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/12/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/21/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/29/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 10/28/2015
Investment Company Products/Variable Contracts Representative Examination
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
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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts29,437
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.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213Hudson, WI 54016

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