Dane
Branfort
Creativeone Wealth, LLC
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About this Advisor
Dane Branfort is a financial advisor based in Salina, Kansas, working with Creativeone Wealth, LLC. Dane has previously held positions at Creativeone Wealth, LLC, L&L Advisors, Crb Builders, Shafer Project Resources, and Wilson & Company. Dane has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Dane is part of Creativeone Wealth, LLC, which operates out of Salina, 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
Dane Branfort Work History
Creativeone Wealth, LLC
L&L Advisors
Crb Builders
Shafer Project Resources
Wilson & Company
Disclosures
Please visit the SEC profile of Dane Branfort 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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