Joseph
Demeo
Creativeone Wealth, LLC
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About this Advisor
Joseph Demeo is a financial advisor working in Roseville, California with a total of 6 years of industry experience. Demeo currently works for Creativeone Wealth, LLC. Demeo has gained experience 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. Demeo has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Creativeone Wealth, LLC is a registered investment company operating out of Leawood, KS. The company has offices in 108 locations and a total of 169 people on staff. It handles $3 billion in assets across its 19,806 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 19,806 client accounts, just 7% are held by high-net-worth individuals who have more than $1 million in investable assets. The company has a number of services, including 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. Financial advisory fees usually are based on which services are offered. Fee types billed by Creativeone Wealth, LLC most likely include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$2,879,545,390
169
19,806
$145,388
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
Joseph has been registered as a financial advisor for 6 years.*
Adviser Alliance, LLC
Change Path LLC
Jrd Insurance & Financial Services, Inc Dba Money Bridge Wealth
Regal Investment Advisors, LLC
Summit Wealth Partners, LLC
Smc Advisory Network, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Leawood, KS
Leawood, KS
Scappoose, OR
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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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.
