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CreativeOne Wealth jobs and careers

About CreativeOne Wealth

At CreativeOne Wealth, we deliver technology-driven wealth management tools alongside high-touch consultation to create firm efficiencies for independent investment adviser representatives, sub-advisers, and solicitors. CreativeOne Wealth’s vertically integrated wealth management services coupled with industry-leading marketing helps entrepreneurial-minded wealth managers navigate increasingly dynamic and complex needs. CreativeOne Wealth is an SEC-Registered Investment Advisory firm that delivers an adviser-centric experience empowering financial firms across the U.S. Since its inception, CreativeOne Wealth has been affiliated with CreativeOne Securities, LLC, a FINRA member independent broker-dealer, and Creative One Marketing Corporation (“CreativeOne”), a wholesaler of independent life insurance and annuity products, through common ownership. For more information, visit: creativeonewealth.com or call 888.798.2360. Advisory Services offered through CreativeOne Wealth, LLC an Investment Adviser.

Founded
2015
Employees
11 to 50

Leadership

The top of CreativeOne Wealth's org chart, with how many people report into each leader.

MPPhoto of Marty Pfannenstiel

Marty Pfannenstiel

President

6 reports

CSPhoto of Chang Shin

Chang Shin

Chief Compliance Officer

2 reports

MK

Matt Kramper

Chief Operating Officer

1 report

KHPhoto of Ken Hyman

Ken Hyman

Executive Vice President