Bradley Hablutzel
Bradley Hablutzel is a CFP-designated registered investment advisor at Creativeone Wealth, LLC, based in Centennial, CO, with 19 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.
Fee Estimator
Location
7200 S Alton Way, Suite A320, Centennial, CO, 80112
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradley is an insurance agent selling life insurance and annuities since 2013, dedicating about a quarter of his time to this activity. He also owns and manages rental properties, spending minimal time on these operations.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Ae Wealth Management, LLC
Geneos Wealth Management, INC.Broker
A & I Financial Services, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Jackson National Life Distributors LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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