Brian William Harrold

ChFC

Creativeone Wealth, LLC

21 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning

Creativeone Wealth, LLC

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

Location

10801 Mastin Boulevard, Suite 150, Overland Park, KS, 66210

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History

Regulatory History (1)

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Customer Dispute

March 2010

Denied

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Other Business ActivitiesSells Insurance

Brian is an independent insurance agent selling various insurance products and fixed annuities, dedicating a few hours per week. He also works nearly full-time as a financial planner for CreativeOne Wealth and owns a residential rental property, spending minimal time on its management.