Advisor at Creativeone Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Valparaiso, IN 46383
Credentials
Series 63, Series 65
Industry experience
2 years
Brandon Rudd is a financial advisor at CreativeOne Wealth, LLC with Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at Rite Path Financial, Verizon, and Urschel Development Corporation, and operated as a sole proprietor. Outside of his advisory work, Rudd serves as a board member for Family Concern Counseling in Valparaiso, IN. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option-based strategies to manage client portfolios.
Based on Creativeone Wealth, LLC
Based on Creativeone Wealth, LLC
Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.
$0+: Negotiable, typically between 0.25% - 2.25% $0+: Under 'Floating Rate Method', combined fee example 1.75% (100 bps IAR + 55 bps program + 20 bps strategy), can vary with strategy fees $0+: Under 'Total Rate Method', total fee fixed (example 1.75%) with varying IAR and strategy fee portions
Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.
Hourly rates for financial planning services disclosed in agreement and negotiable.
Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.
389 E Us Hwy 30 Ste A
Valparaiso, IN 46383
Indiana
CreativeOne Wealth
2023 - Present (3 years)
Rite Path Financial
2022 - Present (4 years)
Verizon
2020 - 2022 (2 years)
Sole proprietor
2018 - 2022 (4 years)
Urschel Development Corporation
2010 - 2019 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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