Courdney Williams
Investment Adviser Representative at Creativeone Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Courdney Williams is an investment adviser representative with Creativeone Wealth, LLC in Katy, TX, where they have been registered since 2024. They have worked in the securities industry since 2014 and were previously registered with Caitlin JOHN. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- NEW YORK LIFE Insurance CoFeb 2012 – Oct 2017Houston, TX
- Nylife Securities LLCSep 2012 – Oct 2017Housto, TX
- Massachusetts Mutual LIFE Insurance CompanyOct 2017 – Jul 2019Houston, TX
- MML Investors Services, LLCNov 2017 – Jul 2019Houston, TX
- Allstate Insurance CompanyJul 2019 – Dec 2020Sugar Land, TX
- Guardian LIFE Insurance CompanyJul 2021 – Nov 2022Sugar Land, TX
- PARK Avenue SecuritiesJul 2021 – Nov 2022Sugar Land, TX
- UnemployedDec 2020 – Jul 2021Houston, TX
- Guardian LIFE Insurance CompanyJul 2021 – Nov 2022Houston, TX
- PARK Avenue SecuritiesJul 2021 – Nov 2022Houston, TX
- CreativeOne Wealth, LLCDec 2024 – no end date reportedOverland Park, KS
- Caitlin John Private Wealth ManagementJul 2022 – May 2024Brighton, TX
- Noetic Wealth Strategies, LLCMay 2024 – Dec 2024Houston, TX
Official records & sources
Data as of June 21, 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.
Client types the firm serves
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 profileOther advisors at Creativeone Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Courdney Williams 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.
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