Joseph W. Hoglund

CREATIVEONE WEALTH

OVERLAND PARK, KS 66213

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CRD#: 6954853

Professional summary

Joseph Wayne Hoglund is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joseph has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

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.

CHANGEPATH; OVERLAND PARK, KS; INVESTMENT RELATED; ASSOCIATE OFFER ADVISORY SERVICES; START DATE 09/2023; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS. LEWER AGENCY; OVERLAND PARK, KS; NOT INVESTMENT RELATED; INSURANCE PRODUCER; START DATE 01/2020; 10 HRS/MONTH AND 2 DURING SECURITIES TRADING. INSURANCE AGENT SINCE 5/2017

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Wayne Hoglund'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

September 18, 2023 - Present

CREATIVEONE WEALTH, LLC

Office #1: 7400 W. 130th Street Suite 130, Overland Park, KS 66213

RIA

CRD#: 281213

OVERLAND PARK, KS

Past

January 6, 2020 - November 30, 2023

LEWER FINANCIAL ADVISORS, LLC

RIA

CRD#: 165381

OVERLAND PARK, KS

Past

September 23, 2019 - January 7, 2020

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Overland Park, KS

Past

August 6, 2019 - January 7, 2020

MML INVESTORS SERVICES, LLC

CRD#: 10409

Overland Park, 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
(9/18/2023)

IAR

Texas
(9/18/2023)

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: 8/31/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 8/6/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/23/2019

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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Joseph W. Hoglund

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Wayne Hoglund's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

LEWER FINANCIAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/31/2019

Series 7TO

Date: 8/6/2019

SIE

Date: 7/23/2019

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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