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.
Firm
Creativeone Wealth, LLC
Location
Chippewa Falls,, WI 54729
Credentials
Series 65
Industry experience
4 years
Financial Planning services may be charged on a fixed fee per project basis; Investment Consultative Services charged on a fixed fee basis.
Negotiable between 0.25% - 2.25% typically; fees may vary per client and IAR
Hourly rates for Financial Planning services are negotiable and disclosed in the Financial Planning Services Agreement.
Account minimum: The Firm typically requires a minimum investment amount in their Models to ensure the objective of the model can be met, but the specific amount is not stated; exceptions may be made at the discretion of the CCO or designee, so no specific minimum is clearly stated. Fee-only: Financial Planning fees based on fixed fee-per-project, hourly, monthly or quarterly basis, or combination; hourly rates are negotiated and stated in Client Financial Planning Agreement; Investment Consultative Services fees are fixed and negotiated; Financial Planning and Consultative fees may be paid directly or deducted from account.
CreativeOne Wealth, LLC formerly CHANGEPATH, LLC
2021 - Present (5 years)
Benefit Wealth Partners
2020 - Present (6 years)
Appel Chiropractic
2018 - 2020 (2 years)
Grand Canyon University
2018 - 2020 (2 years)
JCPenney's
2017 - 2018 (1 year)
University of Wisconsin- Eau Claire
2016 - 2019 (3 years)
University of Wisconsin-Eau Claire
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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