Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dane? Claim Your ProfileDane Branfort is a registered Investment Advisor Representative with Creativeone Wealth, LLC. Dane is based in Salina, Kansas and has been in the financial services industry for over 16 years. Dane holds a Series 65 license and has been registered with the state of Kansas since June 2022. In addition to their role with Creativeone Wealth, LLC, Dane also works as an insurance producer for L&L Advisors. They are a specialist in areas such as portfolio management, financial planning, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
06/09/2022 - Present
Creativeone Wealth, LLC (Salina KS)
IA
Issued 05/18/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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