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Curtis W
Series 63, Series 65
Tulsa, OK
Creativeone Wealth, LLC
Curtis Wilson is a financial advisor with Creativeone Wealth, LLC in Tulsa, OK, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at ChangePath, LLC, Securities America Inc, and BEAM Asset Management. He is also the owner of Summit Investment Group, LLC, where he engages in insurance sales focused on retirement planning. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and sub-advisory services.
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