CreativeOne Wealth
Brian Harrold, ChFC®, RICP®, is an experienced financial planner currently with ChangePath since 2018. With a robust background in financial services, Harrold previously served as a financial planner for MassMutual and held various roles at Metlife Premier Client Group of the Midwest, where the focus included assisting small business owners and young families with retirement planning. Harrold began their career at Ameriprise Financial Advisors, where responsibilities included both providing customized financial plans and managing the recruitment and training of new advisors. Educational qualifications include a BA in Economics from The University of Kansas and advanced financial planning designations from The American College of Financial Services and College for Financial Planning.
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CreativeOne Wealth
At CreativeOne Wealth, we deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser representatives, sub-advisers, and solicitors. CreativeOne Wealth’s vertically integrated wealth management services coupled with industry-leading marketing helps entrepreneurial-minded 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. Since its inception, CreativeOne Wealth has been affiliated with CreativeOne Securities, LLC, a FINRA member independent broker-dealer, and Creative One Marketing Corporation (“CreativeOne”), a wholesaler of independent life insurance and annuity products, through common ownership. For more information, visit: creativeonewealth.com or call 888.798.2360. Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser.
Employees
11-50