Dylan
Rauh

Creativeone Wealth, LLC

CRD#7126325
Investment Advisor
in Denver, CO

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dylan Rauh is a financial advisor based in Denver, Colorado, working with Creativeone Wealth, LLC. Dylan has previously held positions at Equitable Advisors, LLC, Blackstone Country Club, Rookies Bar And Grill, Vermillion Country Bobcats Sphl, Aurora University, Evolve Landscapes, Junior Hockey Player, South Suburban Parks And Recreation- Family Sports Center, Creativeone Wealth, and Bam Advisory Group. Dylan has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Dylan is part of Creativeone Wealth, LLC, which operates out of Denver, Colorado. The firm has 108 offices and 201 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

165 S. Union Blvd., Suite 675
Denver, CO 80228

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Creativeone Wealth, LLC Brokerage Details

Total Assets Under Management

$3,430,274,685

CO Average: $2,243,162,756
Total Number of Employees

201

CO Average: 44
Total Number of Accounts

21,910

CO Average: 4,091
Average Account Size

$156,562

CO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Dylan Rauh Work History

2023 - Present (1 year)

Creativeone Wealth

2023 - Present (1 year)

Bam Advisory Group

2022 - 2023 (1 year)

Equitable Advisors, LLC

2022 - 2022 (< 1 year)

Rookies Bar And Grill

2022 - 2022 (< 1 year)

Vermillion Country Bobcats Sphl

2021 - 2021 (< 1 year)

Equitable Advisors, LLC

2020 - 2020 (< 1 year)

Evolve Landscapes

2019 - 2019 (< 1 year)

Equitable Advisors, LLC

2018 - 2022 (4 years)

Aurora University

2017 - 2023 (6 years)

Blackstone Country Club

2015 - 2018 (3 years)

Junior Hockey Player

2013 - 2015 (2 years)

South Suburban Parks And Recreation- Family Sports Center

Disclosures

Please visit the SEC profile of Dylan Rauh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creativeone Wealth, LLC

Michael Floyd
Scottsdale, AZ
Micah Skebo
Leawood, KS
Grace Gann
Springfield, MO
Daniel Delaney
Leawood, KS
Jordan Brill
Leawood, KS
Lauren White
Leawood, KS
Patrick Wiegers
Saint Louis, MO
Cassandra Camerer
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started