CreativeOne Wealth
Wilmer Financial Group INC is a financial services firm founded by Wilmer, who has substantial experience in wealth management and financial advising. Since August 2022, Wilmer has served as both Company Owner and Senior Wealth Manager across multiple organizations, including the Wingate Group, CreativeOne Wealth, CreativeOne Securities, and CreativeOne. In these roles, Wilmer provides customized financial strategies, investment advice, and insurance solutions focused on wealth accumulation and retirement planning for individuals and business owners. Prior to founding Wilmer Financial Group, Wilmer accrued extensive experience as a Financial Advisor at Edward Jones from June 2012 to August 2022 and served 24 years in the United States Navy as Chief Legalman. Educational credentials include a degree in Workforce Education from Southern Illinois University and an Associate of Arts in Business Administration from Coastline Community College.
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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