Brandon William Metcalf
Investment adviser representative at Creativeone Wealth, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Creativeone Wealth, LLCSep 2023 to now
- Bowman Financial StrategiesJul 2023 to now
- Berthel, Fisher & Company Financial Services, Inc.Jan 2023 to Jun 2023
- Mwa Financial Services IncOct 2022 to Jan 2023
- Modern Woodmen of AmericaJul 2022 to Jan 2023
- Minnesota Life Insurance CoJun 2021 to Jun 2022
- Renaissance Financial CorpJun 2021 to Jun 2022
- Securian Financial Services IncJun 2021 to Jun 2022
- Union Bank & TrustFeb 2017 to Jul 2022
- Simply Amaizen PopcornMay 2013 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7397797
- Firm CRD
- 281213