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Brett Thomas Lawless

Investment Adviser Representative at Creativeone Wealth, LLC

St Louis, MOCRD #6479074Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Brett Thomas Lawless is an investment adviser representative with Creativeone Wealth, LLC in St Louis, MO, where they have been registered since 2025. They have worked in the securities industry since 2016 and have been registered with 4 firms, including VCI Wealth Management LLC and AE Wealth Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri and Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 12/17/2016
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 11/10/2016

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Creativeone Wealth, LLCCurrent
1/6/2025 – St Louis, MO
VCI Wealth Management LLC
5/31/2023 – 1/13/2025Saint Louis, MO
AE Wealth Management, LLC
12/3/2018 – 2/19/2024St Louis, MO
Ameriprise Financial Services, Inc.
1/25/2017 – 10/15/2018Chesterfield, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Ameriprise Financial Services, Inc.
    Jan 2017 – Oct 2018Chesterfield, MO
  2. AE Wealth Management, LLC
    Dec 2018 – Feb 2024Topeka, KS
  3. Ameriprise Financial Services, Inc.
    May 2016 – Oct 2018Chesterfield, MO
  4. FEFA Asset Management, LLC
    Nov 2018 – Feb 2024St Louis, MO
  5. FEFA Advisors LLC (Previously EV Federal, LLC )
    Nov 2018 – Dec 2024St Louis, MO
  6. VCI Wealth Management LLC
    May 2023 – Dec 2024Saint Louis, MO
  7. CreativeOne Wealth, LLC
    Jan 2025 – no end date reportedOverland Park, KS

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Creativeone Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial advisory services and continuity planning, offered through CreativeOne Wealth, LLC and CreativeOne Securities, LLC.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops
Firm areas of expertise
FiduciaryFinancial AdvisoryInvestment AdvisoryContinuity PlanningRetirement PlanningWealth Management

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
217
Offices listed on AdvisorFinder:
24
Main office:
Overland Park, KS
SEC file number:
801-106677

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 4, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brett Thomas Lawless has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Brett Thomas Lawless (Creativeone Wealth) - Advisor Profile