Samantha M. Kirby

CREATIVE MONEY LLC

Bellingham, WA

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CRD#: 6790427

Professional summary

Samantha Marie Kirby, CFP® is a registered financial advisor currently at CREATIVE MONEY LLC located in Bellingham, Washington.

Samantha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Samantha has worked at 1 firm 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Marie Kirby'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

April 28, 2017 - Present

CREATIVE MONEY LLC

Office #2: 1201 Third Avenue Suite 2200, Seattle, WA 98101Office #3: 800 Bellevue Way Ne, Bellevue, WA 98004

RIA

CRD#: 284357

Bellingham, WA

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

California
(2/7/2024)

IAR

Washington
(4/28/2017)

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: 4/27/2017

Uniform Investment Adviser Law Examination

Current Firm

CREATIVE MONEY LLC

CRD#: 284357 / SEC#:

California

Registered Investment Advisory firm - (7/22/2022 Approved)

Georgia

Registered Investment Advisory firm - (9/18/2025 Approved)

Illinois

Registered Investment Advisory firm - (3/7/2022 Approved)

Oregon

Registered Investment Advisory firm - (12/13/2024 Terminated)

Washington

Registered Investment Advisory firm - (4/5/2017 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Mountlake Terrace, WA

Mailing Address

Phone number

(541) 604-2738

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Samantha M. Kirby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samantha Marie Kirby's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE MONEY LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2017

Current Firm

CREATIVE MONEY LLC

Contact information

Documents

Red Flags

Company Information

CREATIVE MONEY LLC

TRUST BUT VERIFY

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