Ethan Robert Medling

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

• 01/2023 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 12/2019 → 01/2023
  Self-Employed
  Cheshire, CT
• 03/2017 → 12/2019
  Tinedale Electrical
  Cheshire, CT
• 08/2011 → 03/2017
  Collier Electric
  Cheshire, CT

Other Businesses

1. Right Path Financial LLC (DBA: Confident Financial Solutions, LLC); Investment related: yes; 163 Harvey Road, Durham, CT 06422; Insurance Sales; Owner; start date: 03/06/2023; 160 hrs/month with 8 hours daily during trading hours; Provides investment advisory services as well as retirement planning services to clients. Provides portfolio and retirement analysis as the staple to the business followed by active investment management 2. Right Path Financial LLC (DBA: Confident Financial Solutions, LLC); Investment related: yes; 163 Harvey Road, Durham, CT 06422; Insurance Sales; Owner; start date: 03/06/2023; 0 hrs/month with 0 hours daily during trading hours; Insurance licensed and has the ability to write insurance business

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-03

Other Names

• Ethan Medling