BH
CFP
BH
CFP

Bradley Derek Hablutzel

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

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Location

6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bradley is an insurance agent selling life insurance and annuities since 2013, dedicating about a quarter of his time to this activity. He also owns and manages rental properties, spending minimal time on these operations.

Employment History
Current Registrations
Creativeone Wealth, LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
Ae Wealth Management, LLC
August 2018 - July 2019 · 11 mos
Geneos Wealth Management, INC.Broker
March 2017 - August 2018 · 1 yr 5 mos
A & I Financial Services, LLC
March 2017 - August 2018 · 1 yr 5 mos
Woodbury Financial Services, INC.Broker
June 2013 - March 2017 · 3 yrs 9 mos
Woodbury Financial Services, INC.
June 2013 - March 2017 · 3 yrs 9 mos
Jackson National Life Distributors LLCBroker
June 2007 - February 2013 · 5 yrs 8 mos
State Registrations2 states
COTX
Advisor
Exams
No exam information available for this advisor.
Bradley Derek Hablutzel - Financial Advisor | TrueAdvisor