Flowood, MS Office
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Creativeone Wealth, LLC
Multi-team
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About
CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals (including high‑net‑worth clients), corporations and plan sponsors, and other RIAs through sub‑advisory arrangements. The firm also serves as a sub‑adviser to external advisory programs and to the AdvisorShares STAR™ Global Buy Write ETF (VEGA), alongside offering unified managed account and private investment options to eligible clients.
C1W manages primarily discretionary accounts using a mix of proprietary model portfolios and third‑party/boutique managers, with methods that include modern portfolio theory, fundamental, technical and quantitative analysis. Portfolios typically employ ETFs and mutual funds (with tax‑aware and ESG variants available), supplemented by individual equity managers, options strategies and select private or illiquid investments, while IARs collaborate with clients to set objectives and conduct ongoing monitoring and rebalancing.
Distinctive operational features disclosed in the brochure include affiliations with an in‑house broker‑dealer and an insurance marketing affiliate (CreativeOne Securities and CreativeOne Marketing), a paid sub‑advisory relationship with an ETF (VEGA), and various compensation arrangements such as strategic sponsor marketing payments and forgivable transition loans to some Investment Adviser Representatives. These arrangements are identified in the brochure as potential conflicts of interest and are subject to the firm’s disclosures and supervisory procedures, which clients are advised to review.
Based on Creativeone Wealth, LLC
Expertise
Based on Creativeone Wealth, LLC
Location
2506 Lakeland Drive, Suite 505
Flowood MS 39232
Advisors at this office
3
Advisors at this office
Lauren W
CFP®, ChFC®, Series 65
Flowood, MS
Creativeone Wealth, LLC
Lauren White is a financial advisor with CreativeOne Wealth, LLC, holding CFP®, ChFC®, and Series 65 credentials and seven years of industry experience. She has worked at ASB Financial Services, Inc. since 2019 and has owned Senior Benefit Services of MS, LLC since 2014. White serves as a FINRA Dispute Resolution Services Arbitrator and participates in the Association of Defense Communities’ Military Spouse Community Leadership Initiative. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, employing diverse investment methods including ETFs, mutual funds, options strategies, and private investments.
Nathaniel W
Series 65
Flowood, MS
Creativeone Wealth, LLC
Nathaniel Wheeler is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at American Seniors Benefit and Seadrill Americas. Outside of advisory work, he is the CEO and owner of Wheelers Services, an independent contracting business specializing in tree dismantling and removal. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individual, corporate, and charitable clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.
John H
Series 63, Series 65
Flowood, MS
Creativeone Wealth, LLC
John Hays is a financial advisor with CreativeOne Wealth, LLC in Flowood, MS, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at CreativeOne Wealth since 2017 and previously at Client One Securities, LLC. Hays serves as a board member and treasurer for Mercy House Teen Challenge, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.
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