Bradley Derek Hablutzel

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 03/2017
  Woodbury Financial Services, Inc.
  Greenwood Village, CO
• 03/2017 → 08/2018
  Geneos Wealth Management, Inc.
  Englewood, CO
• 03/2017 → 08/2018
  A&I Financial Services, Llc
  Englewood, CO
• 07/2018 → 07/2019
  The Paradigm Group
  Englewood, CO
• 08/2018 → 07/2019
  Ae Wealth Management, Llc
  Topeka, KS
• 06/2013 → 03/2017
  Life Certain Wealth Strategies
  Greenwood Village, CO
• 01/2008 → Present
  Rental Properties
  Thornton, CO
• 08/2019 → Present
  Creativeone Wealth, Llc Formerly Changepath, Llc
  Overland Park, KS

Previous Registrations

• 2018-08-23 → 2019-07-31
  Ae Wealth Management, Llc
  Denver, CO
• 2017-03-10 → 2018-08-23
  A & I Wealth Management
  Englewood, CO
• 2013-06-05 → 2017-03-15
  Woodbury Financial Services, Inc.
  Greenwood Village, CO

Other Businesses

1.) JB Properties, LLC; investment related; 7646 S. Yampa St. Centennial, CO 80126; residential rental property 9361 Lark Sparrow Dr. Highlands Ranch, CO 80126; Owner/Landlord; 06/2025; .5 hrs/mo; 0 hrs/mo BRADLEY HABLUTZEL, INVESTMENT RELATED, 7200 S ALTON WAY, SUITE A320, CENTENNIAL, CO 80112, LIFE INSURANCE AND ANNUITY SALES, INSURANCE AGENT, SINCE 2013, APX 40 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS. RENTAL PROPERTIES; NOT INVESTMENT RELATED; 13012 HARRISON DRIVE, THORNTON, CO 80241, 4305 Willowrun Lane, Castle Rock, CO 80109 & 16204 E PRENTICE PL, CENTENNIAL, CO 80015; RENTAL PROPERTIES; LANDLORD/OWNER; START DATES 01/2008, 07/2019 & 09/2016; APPROX 2 HRS/MONTH; 0 HRS/MONTH DURING TRADING; MANAGER OF ALL OPERATIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-01
• S63 Uniform Securities Agent State Law Examination
  2009-03-02

Designations

• Certified Financial Planner

Other Names

• Brad Derek Hablutzel