Carl M. Lovsted

CREATIVEONE WEALTH

Seattle, WA

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CRD#: 6836892

Professional summary

Carl Martin Lovsted IV, CFP®, who also goes by Cj M Lovsted, Carl Martin Lovsted, Carl Lovsted, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Seattle, Washington.

Carl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Carl has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cj M Lovsted | Carl Martin Lovsted | Carl Lovsted

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.) Stoneway Wealth; investment related; 1916 N 46th St, Unit B Seattle, WA, 98103; DBA - Financial planning and insurance services; Founder/Owner; 10/2025; 40 hrs/mo; 40 hrs/mo 2.) Agent Value Proposition; investment related; 87 Bark Way Angier, NC 27501; Educational and advisory services related to retirement income strategies; Managing Member & Licensed Insurance Agent; 10/2025; 25 hrs/mo; 25 hrs/mo; Provides retirement income and insurance planning services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Martin Lovsted IV'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®

CFP^®

Certified Financial Planner

Experience

Current

November 3, 2025 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Seattle, WA

Past

May 19, 2022 - September 26, 2025

SPG ADVISORS LLC

RIA

CRD#: 284496

KIRKLAND, WA

Past

October 8, 2020 - March 14, 2022

NYLIFE SECURITIES LLC

CRD#: 5167

BELLEVUE, WA

Past

March 22, 2018 - June 28, 2019

NYLIFE SECURITIES LLC

CRD#: 5167

BELLEVUE, WA

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

Washington
(11/3/2025)

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: 1/19/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/2/2018

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/26/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/21/2018

Investment Company Products/Variable Contracts Representative 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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Firm Stability Insights

Carl M. Lovsted

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carl Martin Lovsted IV's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPG ADVISORS LLC

NYLIFE SECURITIES LLC

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/19/2021

Series 63

Date: 8/2/2018

Series 7TO

Date: 3/26/2019

SIE

Date: 10/1/2018

Series 6

Date: 3/21/2018

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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