Daniel
Bartholomew
Creativeone Wealth, LLC
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About this Advisor
Daniel Bartholomew is a financial advisor working in New Albany, Ohio, with a total of 4 years of relevant experience. Bartholomew is currently employed by Creativeone Wealth, LLC. Over the course of their career, Bartholomew has held roles at Farmers Insurance, Farmers Financial Solutions, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Changepath, LLC and Preferred Planning Services. Bartholomew is registered to advise clients in Ohio. Creativeone Wealth, LLC is an advisory firm operating out of Leawood, KS. It has offices in 108 locations and a total of 169 people on staff. It controls $3 billion in assets between its 19,806 client accounts, placing it among the biggest firms in the country by assets under management. The firm serves 14 charities and foundations. Of its 19,806 client accounts, just 7% are associated with high-net-worth investors who have more than $1 million in assets. Creativeone Wealth, LLC has a number of services, including 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. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types charged by Creativeone Wealth, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$2,879,545,390
169
19,806
$145,388
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
Daniel Bartholomew Work History
Daniel has been registered as a financial advisor for 4 years.*
Changepath, LLC
Preferred Planning Services
Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
Farmers Financial Solutions
Farmers Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Daniel Bartholomew 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
Leawood, KS
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Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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