Theresa Anne Markham
Investment Adviser Representative at Creativeone Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Theresa Anne Markham is an investment adviser representative with Creativeone Wealth, LLC in Hamburg, NJ, where they have been registered since 2022. They have worked in the securities industry since 2020 and were previously registered with Lexington Avenue Capital Management, LLC. They have passed 3 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 New Jersey.
Registrations & licenses
- Investment adviser:
- New Jersey
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.
- Lexington Avenue Capital Managment LLCNov 2019 – Sep 2022New City, NY
- HomemakerJan 2012 – Nov 2019Hamburg, NJ
- Markham Asset Management LLCMar 2022 – no end date reportedHamburg, NJ
- CreativeOne Wealth, LLCOct 2022 – no end date reportedOverland Park, KS
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
Showing 12 of 217 in the directory
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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. Theresa Anne Markham 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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