SB
Samuel H. Beall
CREATIVEONE WEALTH
Mount Pleasant, SC 29464
Some features on this profile are disabled
CRD#: 6886575
SB
Professional summary
Samuel Hunter Beall, who also goes by Hunter Beall, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Mount Pleasant, South Carolina and CREATIVEONE SECURITIES, LLC located in Mount Pleasant, South Carolina.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Samuel has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hunter Beall
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. Angelos Advisory Group, LLC; investment related; 421 Wando Park Blvd Suite 140 Mt Pleasant, SC 29464; Financial Services Firm; Insurance, Annuities, Securities; Agent/Registered Rep; Atlantic Coast Advisory Group; 06/2025; 0 hrs/mo; 0 hrs/mo; Sell of fixed and indexed annuities 2. Atlantic Coast Advisory Group; investment related; 421 Wando Park Blvd Suite 140 Mt Pleasant, SC 29464; Financial Services Firm; Insurance, Annuities, Securities; Agent; Angelos Advisory Group; 06/2025; 12-20 hrs/mo; 6-10 hrs/mo; Sell of fixed and indexed annuities 3. Generations Land Partners; not investment related; 1529 Snell Bridge Road, Dublin, GA 31027; real estate; Owner; 04/2023; 1-2 hrs/mo; 0 hrs/mo; Property maintenance, timber growth, agricultural, conservation easements 4. Party Boys LLC; not investment related; 1089 Cottingham Drive, Mount Pleasant, SC 29464; Bounce house leasing; Owner; 09/2022; 4-6 hrs/mo; 4 hrs/mo; Sale, manage, lease/rent equipment 5. CreativeOne Wealth; investment related; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; IAR; 06/2025; 30 hrs/mo; 30 hrs/mo; Advisory services/Sales 6. Beall Capital & Risk Advisors, LLC; investment related; 421 Wando Park Blvd Suite 140 Mt Pleasant, SC 29464; DBA; Insurance, Annuities, Securities; Founder; 07/2025; 120 hrs/mo; 110 hrs/mo; Selling insurance, mutual funds, annuities, giving wealth advise, and servicing client accounts.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Hunter Beall'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®
NoneExperience
Current
June 3, 2025 - Present
CREATIVEONE WEALTH, LLC
Office #1: 421 Wando Park Blvd Suite 130, Mount Pleasant, SC 29464RIA
CRD#: 281213
Mount Pleasant, SC
Current
June 3, 2025 - Present
CREATIVEONE SECURITIES, LLC
Office #1: 421 Wando Park Boulevard Suite 140, Mount Pleasant, SC 29464RIA
BD
CRD#: 152974
Mount Pleasant, SC
Past
May 12, 2025 - June 5, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Charleston, SC
Past
May 10, 2018 - June 5, 2025
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Charleston, SC
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
Florida(6/3/2025)
RR
Georgia(6/3/2025)
RR
Iowa(6/3/2025)
RR
Maryland(6/3/2025)
RR
New Jersey(6/3/2025)
RR
North Carolina(6/3/2025)
RR
South Carolina(6/3/2025)
IAR
South Carolina(6/3/2025)
RR
Texas(6/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
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.
