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Ricardo Cabrera

Creativeone Wealth, LLC
15 Years of Experience
Las Vegas, NV
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Ricardo Cabrera is a registered investment advisor at Creativeone Wealth, LLC, based in Las Vegas, NV, with 15 years of industry experience. Ricardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.

Creativeone Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
22,291 clients
Average Client Portfolio
$280K average
Assets Under Management
$6.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10161 Park Run Drive, Suite 150, Las Vegas, NV, 89145

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2023
Final
Customer Dispute
October 2018
Settled
Customer Dispute
December 2016
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Ricardo maintains bookkeeping records for his financial services business, including his work as an investment advisor representative and fixed insurance agent, dedicating minimal time to this. Ricardo also works as an insurance agent selling life insurance and annuities, spending about a quarter of his time on this activity.

Employment History
Current Registrations
Creativeone Wealth, LLC
April 2019 - Present · 7 yrs 6 mos
Previous Registrations
Wittman Capital Management Investment & Estate Counsel,llc
June 2017 - March 2019 · 1 yr 9 mos
Wittman Capital Management Investment & Estate Counsel,llc
June 2014 - June 2017 · 3 yrs
G.F. Investment Services, LLCBroker
September 2013 - December 2017 · 4 yrs 3 mos
The Wealthcare Center
January 2012 - June 2012 · 5 mos
Centaurus Financial, INC.
January 2010 - October 2011 · 1 yr 9 mos
Centaurus Financial, INC.Broker
January 2010 - October 2011 · 1 yr 9 mos
Ameriprise Financial Services, INC.
June 2009 - January 2010 · 7 mos
Ameriprise Financial Services, INC.Broker
April 2009 - January 2010 · 9 mos
State Registrations1 state
NV
Advisor

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Exams
No exam information available for this advisor.
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