BP
Bryan J. Payton
CREATIVEONE WEALTH
Port Byron, IL 61275
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CRD#: 7053915
BP
Professional summary
Bryan James Payton is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Port Byron, Illinois.
Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Bryan has worked at 2 firms 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.
1.) SAFE MONEY CONCEPTS FINANCIAL SERVICES, INC.; YES INVESTMENT RELATED; 201 N MAIN ST, SUITE 1, PORT BYRON, IL 61275; INSURANCE SALES; VICE PRESIDENT; START DATE 02/2014; APPROX 136 HRS/MONTH; APPROX 136 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) ROCK VALLEY PHYSICAL THERAPY POSITION: Administrative Specialist NATURE: Physical Therapy to patients INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 11/11/2019 ADDRESS: 850 43rd Ave., Moline IL 61265, United States DESCRIPTION: Administrative duties in HR Dept
CRS (Client Relationship Summary) - RIA
Click below to view Bryan James Payton'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
July 25, 2024 - Present
CREATIVEONE WEALTH, LLC
Office #1: 201 N Main Suite #2, Port Byron, IL 61275RIA
CRD#: 281213
Port Byron, IL
Past
December 12, 2018 - June 7, 2024
AE WEALTH MANAGEMENT, LLC
RIA
CRD#: 282580
Port Byron, IL
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.Highlighted states indicate IAR registrations
IAR
Illinois(7/25/2024)
IAR
Iowa(7/30/2024)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Port Byron, IL 61275TRUST BUT VERIFY
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