La Verne, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
2120 Foothill Blvd, Suite 203
La Verne CA 91750
Advisors at this office
2
Advisors at this office
Kelly D
Series 63, Series 65
La Verne, CA
Creativeone Wealth, LLC
Kelly Dunnahoo is a financial advisor at Creativeone Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Change Path LLC and Cona Investment Advisors, LLC. In addition to his advisory work, he serves as president of Fruit Growers Laboratory, an environmental testing lab, where he manages operations and reviews analytical data. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
Richard E
Series 63, Series 65
La Verne, CA
Creativeone Wealth, LLC
Richard Eddy Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at CONA Investment Advisors, LLC from 2010 to 2018 and has been an independent insurance agent since 2005. Outside of advising, he provides business consulting for Cobblestone Applied Research & Evaluation Inc., focusing on leadership development and business process improvement, and serves as vice president of the Sierra La Verne Homeowners Association. Creativeone Wealth, LLC delivers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs 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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