CreativeOne Wealth
Marty Pfannenstiel currently serves as President at CreativeOne Wealth since August 2016, while also holding the position of Risk Management Strategist at CreativeOne since May 2014. Previously, Marty worked as a Sales Coordinator at Aviva plc from January 2012 to August 2013. Educationally, Marty holds a Doctor of Law (J.D.) degree in Tax Law/Taxation from Washburn University School of Law, completed between 2013 and 2016, and a Bachelor of Business Administration (BBA) in Accounting from Washburn University, earned from 2007 to 2012.
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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
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