Adam Joseph Galler
Investment adviser representative at Creativeone Wealth, LLC
13 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
13 years in the industry.
- Creativeone Wealth, LLCMay 2023 to now
- Benefit Resource PartnersJun 2021 to now
- Bremer BankMay 2019 to Aug 2019
- UnemployedAug 2018 to May 2019
- Caribbean RestaurantMay 2018 to Aug 2018
- University of Wisconsin- Eau ClaireSep 2017 to May 2021
- UnemployedAug 2017 to May 2018
- Mad Dog ProductsMay 2017 to Aug 2017
- Chanhassen High SchoolSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7734383
- Firm CRD
- 281213