Bradley Hablutzel, financial advisor Overland Park KS

Bradley Hablutzel

CRD Number: 4461432
Current Firm: Creativeone Wealth, LLC

Bradley Hablutzel (CRD# 4461432) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 15 years of experience in the finance industry. Bradley Hablutzel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Changepath, LLC Leawood, KS Aug 2019 - Current 4
Rental Properties Thornton, CO Jan 2008 - Current 16
Ae Wealth Management, LLC Topeka, KS Aug 2018 - Jul 2019 < 1
The Paradigm Group Englewood, CO Jul 2018 - Jul 2019 1
Geneos Wealth Management, Inc. Englewood, CO Mar 2017 - Aug 2018 1
A&i Financial Services, LLC Englewood, CO Mar 2017 - Aug 2018 1
Woodbury Financial Services, Inc. Greenwood Village, CO Jun 2013 - Mar 2017 3
Life Certain Wealth Strategies Greenwood Village, CO Jun 2013 - Mar 2017 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Bradley D. Hablutzel
Phone Number: (888) 798-2360
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    2,880
    MILLIONS
  • Total Number of Accounts
    19,806
    ACCOUNTS
  • Average Account Value
    $145,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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