Frank Oliver
Frank Oliver is a registered investment advisor at Creativeone Wealth, LLC, based in Longmont, CO, with 7 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
1729 Terry Street, Longmont, CO, 80501
Get directionsHistory
Regulatory History (3)
Criminal
November 2009Criminal
May 2004Criminal
March 1995Other Business ActivitiesSells Insurance
Frank is the president of Oliver Asset Management (DBA), a non-investment related business, and also works as an insurance agent selling life insurance and annuities through Oliver Asset Management. He spends a few hours per week on the DBA and about two-thirds of his time on insurance sales.
Employment History
Current Registrations
Creativeone Wealth, LLC
State Registrations1 state
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.