BR
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Brandon Mark Rudd

2 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

389 E US HWY 30 Ste A, Valparaiso, IN, 46383

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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

Brandon is the president of Rite Path Financial, where he sells insurance products and offers investment advisory services, dedicating full-time hours to this role. He is also a board member of Family Concern Counseling, spending minimal time on this non-investment related activity.

Employment History
Current Registrations
Creativeone Wealth, LLC
August 2023 - Present · 2 yrs 6 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.