Lonny C. Powell

CREATIVEONE WEALTH

Louisville, KY 40299

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CRD#: 6875544

Professional summary

Lonny Christopher Powell, who also goes by Lonny Powell, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Louisville, Kentucky.

Lonny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lonny has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lonny Powell

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.

Alliance Retirement Solutions, LLC The Name of the other business: Alliance Retirement Solutions Investment Related?: Yes Address of other business: 9612 Taylorsville Rd., Louisville, KY 40299 Nature of other business: Investment Advisory Firm Your position: Owner Start Date: 08-01-2006 How many hours you devote to the other business per month: 20 How many hours you devote to the other business during securities trading hours: 20 Briefly describe your duties: Ownership and Management over brokerage and servicing of Medicare Supplement and Medicare RX plans. Insurance and annuity sales.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lonny Christopher Powell'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

January 14, 2022 - Present

CREATIVEONE WEALTH, LLC

Office #1: 9612 Taylorsville Road, Louisville, KY 40299

RIA

CRD#: 281213

Louisville, KY

Past

May 29, 2020 - January 13, 2022

HORTER INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 119880

Louisville, KY

Past

November 1, 2017 - May 21, 2020

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

Louisville, KY

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

Kentucky
(1/14/2022)

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: 7/14/2017

Uniform Investment Adviser 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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Lonny C. Powell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lonny Christopher Powell's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

HORTER INVESTMENT MANAGEMENT, LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/14/2017

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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