Brian William Harrold
Investment adviser representative at Creativeone Wealth, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Creativeone Wealth, LLCSep 2018 to now
- Creativeone Securities, LLC Formerly Client One Securities, LLCSep 2018 to now
- Creativeone Wealth, LLC Formerly Changepath, LLCSep 2018 to now
- MML Investors Services, LLCMar 2017 to Sep 2018
- Massmutual Life Insurance CoJul 2016 to Sep 2018
- Metlife Securities, IncJan 2015 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (KS).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4757333
- Firm CRD
- 281213