Brian John Brechler

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

• 07/2016 → 12/2019
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 12/2019
  Mml Investors Services, Llc
  Overland Park, KS
• 12/2019 → Present
  Creativeone Securities, Llc
  Overland Park, KS
• 12/2019 → Present
  Creativeone Wealth, Llc Formerly Changepath
  Overland Park, KS

Previous Registrations

• 2017-03-25 → 2019-12-11
  Mml Investors Services, Llc
  Overland Park, KS
  Overland Park, KS
• 2005-02-18 → 2017-03-25
  Msi Financial Services, Inc.
  Overland Park, KS
  Overland Park, KS

Other Businesses

1). Direct Wealth Advisors; Investment Related; 8900 Indian Creek Parkway Suite 220 Overland Park, KS 66210; Fixed, Index Insurance; 50% owner; 01/2020; 40 hrs/mo; 40 hrs/mo 2.) Union Broadcasting, INC.; Not Investment related; 6721 West 121st ST Suite 200 Overland Park, KS 66209; Radio station; 1 % ownership; 01/2012; no income or time spent on this activity 3). ChangePath; Investment Realted; 6330 Sprint Parkway Suite 400 Overland Park, KS 66211; RIA; Advisor/IA Advisory fee based business; 12/2019; 80 hrs/mo; 80 hrs/mo

Exams

• S66 Uniform Combined State Law Examination
  2004-03-06

Other Names

• Brian Brechler