Thomas W. Yager

CREATIVEONE WEALTH

Overland Park, KS 66211

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CRD#: 7579330

Professional summary

Thomas William Yager, who also goes by Tab Yager, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas and CREATIVEONE SECURITIES, LLC located in Overland Park, Kansas.

Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Thomas has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tab Yager

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.

CreativeOne, investment-related, 6330 Sprint Pkwy, OP, KS 66211, Insurance Sales, Employee, VP Operations, Start Date 4/2014, 160 hr/mo, 130 hr/mo during trading hours, Oversee the new business processing for all insurance lines. CreativeOne Wealth, LLC; investment related; 6330 Sprint Pkwy, OP, KS 66211; RIA; IAR;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas William Yager'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

June 23, 2022 - Present

CREATIVEONE WEALTH, LLC

Office #1: 6330 Sprint Parkway Suite 400, Overland Park, KS 66211

RIA

CRD#: 281213

Overland Park, KS

Current

November 18, 2024 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

RIA

CRD#: 152974

Overland Park, KS

Current

March 21, 2024 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211

RIA

CRD#: 152974

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.

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

IAR

Kansas
(6/23/2022)

Kansas
(10/22/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 10/21/2024

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/1/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/21/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/23/2024

Securities Industry Essentials Examination

Principal/Supervisory Exam

Series 24

Date: 9/20/2024

General Securities Principal Examination

SRO Registrations

FINRA

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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Advisor Monitoring

Firm Stability Insights

Thomas W. Yager

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas William Yager's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE SECURITIES, LLC

CREATIVEONE SECURITIES, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/21/2024

Series 65

Date: 6/1/2022

Series 7TO

Date: 3/21/2024

SIE

Date: 2/23/2024

Series 24

Date: 9/20/2024

FINRA

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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