Joseph
Demeo

Creativeone Wealth, LLC

CRD#4121373
Investment Advisor
in Roseville, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Joseph Demeo is a financial advisor based in Roseville, California, working with Creativeone Wealth, LLC. Joseph has previously held positions at Smc Advisory Network, LLC, Summit Wealth Partners, LLC, Regal Investment Advisors, LLC, Jrd Insurance & Financial Services, Inc Dba Money Bridge Wealth, Adviser Alliance, LLC, and Change Path LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Joseph is part of Creativeone Wealth, LLC, which operates out of Roseville, California. The firm has 108 offices and 201 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

300 Harding Blvd. Ste. 218
Roseville, CA 95678

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Creativeone Wealth, LLC Brokerage Details

Total Assets Under Management

$3,430,274,685

CA Average: $2,243,162,756
Total Number of Employees

201

CA Average: 44
Total Number of Accounts

21,910

CA Average: 4,091
Average Account Size

$156,562

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Joseph Demeo Work History

2017 - Present (7 years)

Adviser Alliance, LLC

2017 - Present (7 years)

Change Path LLC

2012 - Present (12 years)

Jrd Insurance & Financial Services, Inc Dba Money Bridge Wealth

2016 - 2017 (1 year)

Regal Investment Advisors, LLC

2015 - 2016 (1 year)

Summit Wealth Partners, LLC

2013 - 2016 (3 years)

Smc Advisory Network, LLC

Disclosures

Please visit the SEC profile of Joseph Demeo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creativeone Wealth, LLC

Grace Gann
Springfield, MO
Ryan Shaughnessy
Omaha, NE
Kimberly Malesky
Leawood, KS
Daniel Delaney
Leawood, KS
Jordan Brill
Leawood, KS
Michael Floyd
Scottsdale, AZ
Patrick Wiegers
Saint Louis, MO
Micah Skebo
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started