Jack Douglas Kilibarda

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

• 12/2020 → Present
  Benefit Resource Partners
  Chippewa Falls, WI
• 05/2023 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 08/2017 → 05/2018
  Maryville University
  St. Louis, MO
• 08/2018 → 12/2021
  University Of St Thomas
  St. Paul, MN
• 08/2013 → 06/2017
  Chanhassen High School
  Chanhassen, MN

Other Businesses

1.) Benefit Resource Partners; investment-related; 816 N High Street, Chippewa Falls, WI 54729; Agent; 12/2021; 120 hrs/mo; 90 hrs/mo; Talk to clients and sell life insurance and annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-18