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Brandon William Metcalf

Creativeone Wealth, LLC

Englewood, CO

Overland Park, KS

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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-01
  • CO RA
    APPROVED
    Since 2025-01-01

Branch Locations

385 Inverness Pkwy #390, Englewood, CO 80112 • United States

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Securian Financial Services Inc St Paul MN 06/2021 06/2022
Minnesota Life Insurance Co St Paul MN 06/2021 06/2022
Renaissance Financial Corp Omaha NE 06/2021 06/2022
Union Bank & Trust Lincoln NE 02/2017 07/2022
Simply Amaizen Popcorn Lincoln NE 05/2013 02/2017
Modern Woodmen Of America Rock Island IL 07/2022 01/2023
Mwa Financial Services Inc Rock Island IL 10/2022 01/2023
Berthel, Fisher & Company Financial Services, Inc. Lincoln NE 01/2023 06/2023
Bowman Financial Strategies Englewood CO 07/2023 Present
Creativeone Wealth Overland Park KS 09/2023 Present
  • 06/2021 → 06/2022
    Securian Financial Services Inc
    St Paul, MN
  • 06/2021 → 06/2022
    Minnesota Life Insurance Co
    St Paul, MN
  • 06/2021 → 06/2022
    Renaissance Financial Corp
    Omaha, NE
  • 02/2017 → 07/2022
    Union Bank & Trust
    Lincoln, NE
  • 05/2013 → 02/2017
    Simply Amaizen Popcorn
    Lincoln, NE
  • 07/2022 → 01/2023
    Modern Woodmen Of America
    Rock Island, IL
  • 10/2022 → 01/2023
    Mwa Financial Services Inc
    Rock Island, IL
  • 01/2023 → 06/2023
    Berthel, Fisher & Company Financial Services, Inc.
    Lincoln, NE
  • 07/2023 → Present
    Bowman Financial Strategies
    Englewood, CO
  • 09/2023 → Present
    Creativeone Wealth
    Overland Park, KS
Other Businesses

BOWMAN FINANCIAL STRATEGIES; ENGLEWOOD, CO; INVESTMENT RELATED; SALE OF LIFE INSURANCE AND ANNUITIES AND NOW ADDING INVESTMENT ADVISORY; START DATE 07/2023; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-13
S63 Uniform Securities Agent State Law Examination 2022-12-19
  • S65 Uniform Investment Adviser Law Examination
    2023-09-13
  • S63 Uniform Securities Agent State Law Examination
    2022-12-19

View on SEC IAPD

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