Brandon
Rudd
Creativeone Wealth, LLC
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About this Advisor
Brandon Rudd is a financial advisor based in Valparaiso, Indiana, working with Creativeone Wealth, LLC. Brandon has previously held positions at Creativeone Wealth, Urschel Development Corporation, Sole Proprietor, Rite Path Financial, and Verizon. Brandon has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Brandon is part of Creativeone Wealth, LLC, which operates out of Valparaiso, Indiana. 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
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$3,430,274,685
201
21,910
$156,562
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
Brandon Rudd Work History
Creativeone Wealth
Rite Path Financial
Verizon
Sole Proprietor
Urschel Development Corporation
Disclosures
Please visit the SEC profile of Brandon Rudd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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