Bradley Palmersheim is a registered investment advisor at Creativeone Wealth, LLC, based in Hudson, WI, with 18 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
1600 Maxwell Dr, Suite 2, Hudson, WI, 54016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Bradley provides financial education to employees of businesses, government units, and non-profits, dedicating a few hours per week. He is also the owner of Lifetime Wealth Advisors, spending nearly full-time on this endeavor, and an Investment Advisor Representative (IAR) with CreativeOne Wealth, LLC, taking about half of Bradley's time.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Wealth, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Country Capital Management CompanyBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.