TrueAdvisor
TrueAdvisor
AH
AH

Alan Paul Harris

Creativeone Wealth, LLC
11 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Creativeone Wealth, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

Location

1432 E 840 North, Orem, UT, 84097

Get directions

History

Regulatory History (1)
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.
Criminal
March 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alan is involved in several business activities, including life insurance/annuities sales through M&O Marketing and CreativeOne, and tax planning through PH, LLC. He also manages trades and strategies for clients as an IAR, Vice President/Owner of Peterson Harris, Inc., dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Creativeone Wealth, LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Corecap Advisors
November 2014 - December 2024 · 10 yrs 1 mo
Transamerica Financial Advisors, INC.
August 2014 - November 2014 · 3 mos
State Registrations10 states
ARAZGAINMDNYOHTXUTWA
Advisor
Exams
No exam information available for this advisor.