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Brandon William Metcalf

Creativeone Wealth, LLC

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About Brandon William Metcalf

Brandon William Metcalf is an investment advisor representative with Creativeone Wealth, LLC. Brandon has been in the financial services industry for over 6 years and has experience in providing financial advice to individuals, families, and businesses. Brandon is licensed to provide investment advice in Colorado and holds the Series 63, 65, and SIE licenses. Brandon previously worked at Berthel, Fisher & Company Financial Services, Inc. and MWA Financial Services Inc.

Firm Information

Brandon Metcalf is currently registered with Creativeone Wealth, LLC. Creativeone Wealth, LLC is an independent registered investment advisor (RIA) based in Overland Park, Kansas. The firm provides financial planning, portfolio management, and sub-adviser services to individuals, families, corporations, and other entities. Creativeone Wealth, LLC manages over $3.4 billion in assets for a client base of over 21,000. They also conduct educational seminars and publish periodicals.
Creativeone Wealth, LLC

6330 SPRINT PKWY

OVERLAND PARK, KS 66211

$3.43B

Assets Under Management

30

Total Clients

188

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub adviser services

Sub adviser services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser fees/solicitor fees

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Brandon Metcalf’s Registration & Firm History

CO

01/01/2025 - Present

Creativeone Wealth, LLC (ENGLEWOOD CO)

NE

01/06/2023 - 06/30/2023

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Lincoln NE)

NE

01/04/2023 - 01/10/2023

MWA FINANCIAL SERVICES INC. (Lincoln NE)

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Licenses & Designations

IA

Issued 09/13/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/19/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/04/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon William Metcalf.
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