Bradley J Palmersheim
Investment adviser representative at Creativeone Wealth, LLC
9 yearsExperience
2 statesRegistered in
$6.3BFirm assets
11 yearsFirm in business
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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
9 years in the industry.
- Creativeone Wealth, LLCNov 2024 to now
- Creativeone Securities, LLCNov 2024 to now
- Osaic Wealth, Inc.Jan 2024 to Oct 2024
- Woodbury Financial Services IncJun 2020 to Jan 2024
- Mill City Credit Union dba Mill City Investment ServicesNov 2017 to Jun 2020
- Cetera Advisor NetworksApr 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
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
- 5391886
- Firm CRD
- 281213