Relentlessly Driving Your Growth

We deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser representatives, subadvisers and solicitors. CreativeOne Wealth’s vertically integrated wealth management services coupled with industry-leading marketing helps entrepreneurial wealth managers navigate increasingly dynamic and complex needs.

CreativeOne Wealth is an SEC-Registered Investment Advisory firm that delivers an adviser-centric experience, empowering financial firms across the U.S.


What You'll Gain

CreativeOne Wealth builds strong client relationships, tailoring support to align with individual visions. Their collaborative approach and resource coordination aim to accelerate clients' milestones. Top offices have seen remarkable 41% growth within three years of being appointed, attesting to our dedication to our advisor’s success and growth. We remove obstacles and make business more seamless with:

Open architecture environment.
Freedom to run your business, your way.
Custodian agnostic.
Comprehensive transitioning team and client communication.
100% payout on advisory, annuity and life insurance.
Superior back-office service levels.
We can help improve your business’s valuation.

How We Grow Your Practice

Breakaway Firms

Make the move from a captive organization and develop your own brand.

Expand Your Reach

Grow into markets and acquire sophisticated clients.

Grow Junior Advisors

Pre-written phrases guide you and help you stand out.

Refresh Your Brand

Renew your brand and out-pace industry giants.

Relationship-Driven Growth

Capitalize on existing relationships, expand into organizations, and generate AUM.

Digital Growth

Expand through websites, targeted campaigns, and lead generation that produce better result in AUM.

Meet the Team

Marty Pfannenstiel, J.D.
Ken Hyman
Executive Vice President
Brooke Bejan
Chief Compliance Officer
Ben Avis
Chief Operations Officer
Matthew Heimann
Director of Asset Management
Morgan Ballew
Operations Manager

Our Philosophy

We take a consultative approach to each advisor and firm we work with. At the end of the day, we grow when you grow. We will support you every step of the way to help you grow your business.