BM
BM

Brandon William Metcalf

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
208 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

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Location

385 Inverness Pkwy #390, Englewood, CO, 80112

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brandon is involved with Bowman Financial Strategies, selling life insurance and annuities and providing investment advisory services since July 2023. This activity requires a full-time commitment.

Employment History
Current Registrations
Creativeone Wealth, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Berthel, Fisher & Company Financial Services, INC.Broker
January 2023 - June 2023 · 5 mos
Mwa Financial Services INC.Broker
January 2023 - January 2023 · 0 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.
Brandon William Metcalf - Financial Advisor | TrueAdvisor