Wayne Scott Brunt

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

• 06/2014 → 12/2016
  Packerland Brokerage Services
  Green Bay, WI
• 12/2017 → Present
  Change Path Llc
  Leawood, KS
• 01/2015 → 01/2021
  Coventry Financial Group, Llc
  Scottsdale, AZ
• 01/2021 → Present
  Custom Financial Solutions
  Phoenix, AZ

Previous Registrations

• 2014-06-16 → 2016-12-31
  Packerland Brokerage Services, Inc.
  Scottsdale, AZ
  Phoenix, AZ
  Green Bay, WI
  Phoenix, AZ
  Phoenix, AZ
• 2007-03-19 → 2014-04-16
  First Heartland Consultants, Inc.
  Scottsdale, AZ
• 2003-12-19 → 2007-02-09
  Legacy Advisory Services, Inc.
  Glendale, AZ

Other Businesses

1. NAME: CUSTOM FINANCIAL SOLUTIONS; ADDRESS: 2550 W UNION HILLS DRIVE, SUITE 350-7376, PHOENIX, AZ 85027; STATE DATE: 01/2015; NATURE OF BUSINESS: FIXED INSURANCE SALES; INVESTMENT RELATED: NO; POSITION: INDEPENDENT AGENT; TOTAL HOURS PER MNTH: 160; TOTAL HOURS TRADING SECURITIES: 0; RESPONSIBILITIES: SALE OF LIFE INSURANCE AND/OR ANNUITIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-24
• S63 Uniform Securities Agent State Law Examination
  1993-05-04