Bradley Palmersheim is a registered investment advisor at Creativeone Wealth, LLC, based in Hudson, WI, with 19 years of industry experience. Bradley is also registered as a broker, so some compensation may come from commissions on products sold. 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
1600 Maxwell Dr, Suite 2, Hudson, WI, 54016
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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 Activities
Bradley provides financial education to employees of businesses, government units, and non-profits, dedicating a few hours per week. He is also the owner of Lifetime Wealth Advisors, spending nearly full-time on this endeavor, and an Investment Advisor Representative (IAR) with CreativeOne Wealth, LLC, taking about half of Bradley's time.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Wealth, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Country Capital Management CompanyBroker
State Registrations16 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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