Eric Samuel Womeldorf

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

• 06/2015 → 03/2019
  Huston Nursing Home And Hamden Nursing And Rehabilitation
  Hamden, OH
• 09/2017 → Present
  Garner Insurance And Garner Financial Solutions
  Carroll, OH
• 03/2022 → 01/2024
  Campbell Insurance Group
  Carroll, OH
• 09/2022 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 09/2022 → Present
  Loves Legacy Financial And Risk Management, Llc
  Wellston, OH

Other Businesses

1) Garner Financial Solutions; Investment-related; Baltimore, OH 43105; Insurance Sales; Agent/Manager; 9/2017; 50 hrs/mo; 50 hrs/mo; provide sales and service for Life and Annuity insurance products. 2) Loves Legacy Financial and Risk Management, LLC; Investment-related; 623 Mulga Rd, Wellston, OH 45692; Advisory Business; Owner; 09/2022; 120 hrs/mo; 120 hrs/mo; Provide investment advice to clients. 3.) Infinity Insurance Solutions; investment related; 225 Broadway St Jackson, Ohio 45640; Sell and service various insurance policies including Auto, Home, Personal Umbrella, Commercial Lines, Life Insurance, etc.; Agent; 09/2025; 40 hrs/mo; 30 hrs/mo

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-19
• S63 Uniform Securities Agent State Law Examination
  2003-11-28