Aaron Bachelor
Financial advisor at Creativeone Wealth, LLC
Last updated 2026-10-10
Claim your profileAaron Bachelor is a financial advisor at Creativeone Wealth, LLC, CRD 7519022. Licenses and exams on the registration: Series 65. IAPD registration began 2022-04-05.
Registration
- CRD number
- 7519022
- Registration status
- Active
- IAPD registration
- 2022-04-05
- Industry Experience
- 4 years
- Work Experience
- 10 years
- States registered
- KS
Licenses and exams
- Series 65
Work history
- 2016-03 to 2018-04 · Peoples Insurance Group · Topeka, KS
- 2018-04 to Present · Market Synergy Group · Topeka, KS
- 2022-04 to Present · Creativeone Wealth · Overland Park, KS
Current employment
- Creativeone Wealth, LLC · Overland Park, KS
Creativeone Wealth, LLC
- Regulatory AUM
- $6,251,683,061
- Registered advisors
- 221
- Offices
- 195
- Clients per advisor
- 100.9 (Moderate)
- Average AUM per client
- $280.5K (Low)
- High-net-worth client ratio
- 7.8% (Low)
Creativeone Wealth, LLC: advisors, services and reported ETF investments
About
Aaron Bachelor is a financial advisor at Creativeone Wealth, LLC. Reported securities licenses include Series 65. The latest record indicates 4 years of industry experience and 10 years of reported work history. Reported roles include Creativeone Wealth, Market Synergy Group, Peoples Insurance Group.
Creativeone Wealth, LLC's firm-level Form ADV reports 221 advisors across 195 offices; approximately 100.9 clients per advisor, average assets per client of $280,458, and regulatory AUM of $6.3B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Selection of Other Advisers, Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $3.1B across 614 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Aaron Bachelor personally.
Reported ETF positions
Creativeone Wealth reports 614 ETF positions worth $3.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $113.3M |
| VTV — Vanguard Morningstar Value ETF | $111.6M |
| VUG — Vanguard Morningstar Growth ETF | $100.3M |
| QQQ — Invesco QQQ Trust, Series 1 | $94M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $85.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Creativeone Wealth's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $4.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $68.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $9.2M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $23.1M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Creativeone Wealth, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
Contact
The firm's filed contact details.
- Phone: 913-402-7897
- Website: tenacitywealthmanagement.com
Official record
Are you Aaron Bachelor?
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