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Steven Harverd Greig

Investment Adviser Representative at CREATIVEONE WEALTH, LLC

West Des Moines, IACRD #1786473Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Iowa
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/11/2023
Series 66
Uniform Combined State Law Examination
Passed 5/26/2009
Series 63
Uniform Securities Agent State Law Examination
Passed 1/11/1988
Series 7
General Securities Representative Examination
Passed 5/1/2009
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/11/1988

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Creativeone Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE WEALTH, LLCCurrent
7/17/2026West Des Moines, IA
IAMS WEALTH MANAGEMENT, LLC
7/17/20257/20/2026West Des Moines, IA
GRADIENT ADVISORS, LLC
1/15/20257/16/2025West Des Moines, IA
CREATIVEONE WEALTH, LLC
7/12/20241/28/2025West Des Moines, IA
SIMPLICITY WEALTH
1/31/20247/12/2024West Des Moines, IA
BROOKSTONE WEALTH ADVISORS, LLC
10/2/20231/17/2024West Des Moines, IA
FORTRESS WEALTH MANAGEMENT
8/21/201312/4/2017Urbandale, IA
CETERA ADVISOR NETWORKS LLC
12/21/20128/19/2013Urbandale, IA
INVESTMENT ADVISORS CORP
6/4/200912/31/2010Urbandale, IA

Official records & sources

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

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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. Steven Harverd Greig 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.

Steven Harverd Greig - Financial Advisor in West Des Moines, IA | AdvisorFinder