Erica Rice

CREATIVEONE WEALTH

Spring Hill, KS

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CRD#: 6691378

Professional summary

Erica Rice, who also goes by Erica Marie Rice, Erica Marie Wilson, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Spring Hill, Kansas.

Erica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Erica has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erica Marie Rice | Erica Marie Wilson

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.) Whole Wealth; investment related; 19708 W 197th Street, Spring Hill, KS 66083; LLC - all activities performed as IAR; Financial Advisor; 160 hrs/mo; 160 hrs/mo 2.) Root &Rise Newsletter; not investment related; 19708 West 197th Street, Spring Hill, KS 66083; Health focused Newsletter; Owner/Writer; 05/2025; 20 hrs/mo; 20 hrs/mo; Writing a bi-monthly newsletter and posting on social media accounts

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erica Rice'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

August 12, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #2: 14400 Metcalf Ave, Overland Park, KS 66211

RIA

CRD#: 281213

Spring Hill, KS

Past

August 8, 2023 - August 13, 2025

EDWARD JONES

RIA

CRD#: 250

LEAWOOD, KS

Past

July 18, 2023 - August 13, 2025

EDWARD JONES

CRD#: 250

LEAWOOD, KS

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

Kansas
(8/12/2025)

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 66

Date: 8/7/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/20/2023

Securities Industry Essentials 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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Erica Rice

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erica Rice's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/7/2023

Series 7TO

Date: 7/18/2023

SIE

Date: 6/20/2023

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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