Dane Ray Branfort

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

• 06/2022 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 05/2022 → Present
  L&L Advisors
  Salina, KS
• 08/2016 → 04/2022
  Crb Builders
  Kansas City, MO

Other Businesses

L&L Advisors, non-investment related, 717 Roach St, Salina, KS 67401, Insurance Producer, Advisor, 5/2022, 20 Hrs/Mn, 20 Hrs/Mn during trading hours, sell insurance products and provide insurance solutions to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-18

Other Names

• Dane Branfort