AdFi
BW

Brandon William Metcalf

Investment Adviser Representative at CREATIVEONE WEALTH, LLC

Englewood, COCRD #7397797Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Colorado
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/13/2023
Series 63
Uniform Securities Agent State Law Examination
Passed 12/19/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 1/4/2023
SIE
Securities Industry Essentials Examination
Passed 10/15/2021

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Creativeone Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE WEALTH, LLCCurrent
9/20/2023Englewood, CO
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
1/6/20236/30/2023Lincoln, NE
MWA FINANCIAL SERVICES INC.
1/4/20231/10/2023Lincoln, NE

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at CREATIVEONE WEALTH, LLC

Showing 12 of 221 in the directory

View CREATIVEONE WEALTH, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brandon William Metcalf has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Brandon William Metcalf - Financial Advisor in Englewood, CO | AdvisorFinder