Brian
Harrold
Creativeone Wealth, LLC
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About this Advisor
Brian Harrold is a financial advisor based in Overland Park, Kansas, working with Creativeone Wealth, LLC. Brian has previously held positions at New England Securities, Metlife Securities, Inc, Massmutual Life Insurance Co, Mml Investors Services, LLC, and Client One Securities, LLC. Brian has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Brian is part of Creativeone Wealth, LLC, which operates out of Overland Park, Kansas. 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
Brian Harrold Work History
Client One Securities, LLC
Mml Investors Services, LLC
Massmutual Life Insurance Co
Metlife Securities, Inc
New England Securities
Disclosures
Please visit the SEC profile of Brian Harrold 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
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Saint Louis, MO
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Leawood, KS
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Leawood, KS
Omaha, NE
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