Chad Allen Mcmullin
Investment adviser representative at Creativeone Wealth, LLC
18 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
18 years in the industry.
- Creativeone Wealth, LLCOct 2021 to now
- Changepath, LLCOct 2021 to now
- Brokers International Financial Services, LLCSep 2017 to Oct 2021
- Farm BureauJul 2008 to Aug 2017
- Fbl Marketing ServicesJul 2008 to Aug 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5228530
- Firm CRD
- 281213