KH
Kevin G. Hutton
CREATIVEONE WEALTH
PEORIA, AZ 85382
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CRD#: 7767468
KH
Professional summary
Kevin Guy Hutton is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Peoria, Arizona.
Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kevin has worked at 1 firm .
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.
JOSHUA INCOME MANAGEMENT (AKA JOSHUA INCOME MANAGEMENT INSURANCE SERVICES, INC.); CALIFORNIA & ARIZONA; OWNER, VICE PRESIDENT; INVESTMENT RELATED; PERFORM MANAGERIAL DUTIES AND OFFER INSURANCE PRODUCTS AND RECENTLY WANTS TO START INCORPORATINGADVISORY SERVICES (7/2023); START DATE 08/2022; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Guy Hutton'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
August 4, 2023 - Present
CREATIVEONE WEALTH, LLC
Office #1: 16165 N. 83rd Ave, Suite 200, Peoria, AZ 85382RIA
CRD#: 281213
PEORIA, AZ
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
Arizona(8/4/2023)
IAR
California(8/9/2023)
IAR
Colorado(8/9/2023)
IAR
Texas(4/2/2024)
Exams
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.
