PW
Patrick C. Wiegers
CREATIVEONE WEALTH
Kirkwood, MO 63122
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CRD#: 7125666
PW
Professional summary
Patrick Charles Wiegers, who also goes by Patrick Wiegers, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Kirkwood, Missouri.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Patrick has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick Wiegers
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.) Pioneer Wealth Management; investment related; Kirkwood, MO; DBA; Associate offering investment advisory services through C1W; 12/2023; 160 hrs/mo; 160 hrs/mo 2.) Unlimited Play Young Professionals Board; not investment related; St. Peters, MO 63304; Board Member/Volunteer/NIR; 09/2022; 10 hrs/mo; 0 hrs/mo 3.) SLUH Alumni Board; not investment related; St. Louis, MO 63110; Board Member/Volunteer/NIR; 09/2022 5 hrs/mo; 0 hrs/mo 4.) Emerson Rodgers; investment related; 9016 N. Allen Rd., Ste. F Peoria , Illinois 61615; Sale of group health insurance plans for small business clients; Broker; Sale of group health insurance plans; 10 hrs/mo; 10 hrs/mo
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Charles Wiegers'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
December 22, 2023 - Present
CREATIVEONE WEALTH, LLC
Office #1: 112 W Jefferson Ave Suite 130, Kirkwood, MO 63122RIA
CRD#: 281213
Kirkwood, MO
Past
March 1, 2022 - December 22, 2023
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Saint Charles, MO
Past
October 11, 2021 - December 22, 2023
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
SAINT CHARLES, MO
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
Missouri(12/22/2023)
IAR
Texas(12/22/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/9/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
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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Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Kirkwood, MO 63122TRUST BUT VERIFY
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