Unclaimed Profile

Chang Shin

CREATIVEONE WEALTH, LLC·OVERLAND PARK, Kansas

Series 6, Series 7, Series 7TO, Series 24, Series 63, Series 66Clean record23 years registeredCREATIVEONE WEALTH, LLC

6330 SPRINT PKWY, OVERLAND PARK, KS 66211CRD# 2605773Firm CRD# 281213

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chang Shin · OVERLAND PARK, KS

Registration

CRD #2605773 · CREATIVEONE WEALTH, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CREATIVEONE SECURITIES, LLC

May 2026 – present

CREATIVEONE WEALTH, LLC

Oct 2024 – present

AE WEALTH MANAGEMENT, LLC

Nov 2023 – Jun 2024

Lenexa, KS

SCOUT INVESTMENTS, INC.

Oct 2018 – Nov 2023

KANSAS CITY, MO

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2016 – Dec 2017

OVERLAND PARK, KS

FINANCIAL ENGINES ADVISOR CENTER, LLC

Jun 2007 – Nov 2016

OVERLAND PARK, KS

AMERICAN CENTURY ADVISORY SERVICES, INC.

Apr 2007 – Jun 2007

KANSAS CITY, MO

AMERICAN CENTURY ADVISORY SERVICES, INC.

Nov 2002 – Feb 2003

LITTLETON, CO

AMERICAN CENTURY ADVISORY SERVICES, INC.

Oct 2002 – Nov 2002

LITTLETON, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 7TO

Series 24

Series 63

Series 66

Registration record

First registered · October 7, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CREATIVEONE WEALTH, LLC

CRD 281213 · SEC 801-106677

AUM

$3.4B

Regulatory assets under management

Employees

201

21,910 client accounts

Services offered by CREATIVEONE WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CREATIVEONE WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Chang Shin offer?

Chang Shin specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Chang Shin's credentials?

Chang Shin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chang Shin located?

Chang Shin is based in OVERLAND PARK, Kansas, working with CREATIVEONE WEALTH, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Chang Shin charge for services?

Chang Shin's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees/solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CREATIVEONE WEALTH, LLC?

CREATIVEONE WEALTH, LLC has approximately 201 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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