Paul Groeschel-johnson

CREATIVEONE WEALTH

Jacksonville, FL 32256

Some features on this profile are disabled

CRD#: 7325299

Professional summary

Paul Groeschel-johnson is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Jacksonville, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO 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.

1.) Stratton & Company; investment related; 9191 RG Skinner Parkway Suite 502 Jacksonville, FL 32256/40 Tavernier Drive, Ponte Vedra Beach FL 32081; Life insurance and annuity service and client services; Planning Associate; 09/2023; 20 hrs/mo; 4 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Groeschel-johnson'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 29, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #1: 9191 Rg Skinner Pkwy Suite 502, Jacksonville, FL 32256Office #2: 40 Tavernier Drive, Ponte Vedra Beach, FL 32081

RIA

CRD#: 281213

Jacksonville, FL

Past

September 15, 2023 - January 24, 2024

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Jacksonville, FL

Past

September 14, 2023 - January 24, 2024

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Jacksonville, FL

Past

July 20, 2023 - August 18, 2023

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Jacksonville, FL

Past

July 19, 2023 - August 18, 2023

PRUCO SECURITIES, LLC.

CRD#: 5685

Jacksonville, FL

Past

June 29, 2022 - July 7, 2023

TLG ADVISORS, INC.

RIA

CRD#: 111052

Louisville, KY

Past

June 29, 2022 - July 7, 2023

THE LEADERS GROUP, INC.

CRD#: 37157

Louisville, KY

Past

June 1, 2022 - June 15, 2022

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

Jacksonville, FL

Past

April 29, 2022 - June 15, 2022

PRINCIPAL SECURITIES, INC.

CRD#: 1137

Jacksonville, FL

Past

September 15, 2021 - May 2, 2022

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

Jacksonville, FL

Past

June 21, 2021 - September 1, 2021

NYLIFE SECURITIES LLC

CRD#: 5167

GLEN ALLEN, VA

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

Florida
(1/29/2025)

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: 3/11/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/6/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/28/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 6/21/2021

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 4/30/2021

Securities Industry Essentials Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Andreas Heinrich

LPL ENTERPRISE, LLC

IAR

Jacksonville, FL

Michael Mcalpin

INTELLICAPITAL ADVISORS LLC

IAR

PONTE VEDRA, FL

Troy Davis

DAVIS CAPITAL MANAGEMENT

IAR

JACKSONVILLE, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul Groeschel-johnson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Groeschel-johnson's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

TLG ADVISORS, INC.

THE LEADERS GROUP, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/11/2022

Series 63

Date: 8/6/2021

Series 7TO

Date: 5/28/2022

Series 6TO

Date: 6/21/2021

SIE

Date: 4/30/2021

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

Similar Advisors