Kevin Paul Bard
Investment Adviser Representative at Creativeone Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Paul Bard is an investment adviser representative with Creativeone Wealth, LLC in Florence, KY, where they have been registered since 2020. They have worked in the securities industry since 2012 and have been registered with 3 firms, including Bridgeriver Advisors LLC and Change PATH LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Indiana, Kentucky, Michigan, and Ohio.
Registrations & licenses
- Investment adviser:
- Indiana, Kentucky, Michigan, Ohio
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.
- SELF Employed Insurance SalesOct 2000 – no end date reportedBurlington, KY
- Bridgeriver Advisors, LLCAug 2012 – no end date reportedClinton Township, MI
- ChangePath, LLCFeb 2020 – no end date reportedLeawood, 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.
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. Kevin Paul Bard 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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