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Adam Joseph Galler

Creativeone Wealth, LLC

Chippewa Falls, WI

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
MN RA APPROVED 2023-05-09
  • MN RA
    APPROVED
    Since 2023-05-09

Branch Locations

816 N High Street, Chippewa Falls, WI 54729 • 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
Benefit Resource Partners Chippewa Falls WI 06/2021 Present
Creativeone Wealth Overland Park KS 05/2023 Present
Bremer Bank Eau Claire WI 05/2019 08/2019
University Of Wisconsin- Eau Claire Eau Claire WI 09/2017 05/2021
Caribbean Restaurant Excelsior MN 05/2018 08/2018
Chanhassen High School Chanhassen MN 09/2013 05/2017
Mad Dog Products Chanhassen MN 05/2017 08/2017
Unemployed Excelsior MN 08/2017 05/2018
Unemployed Excelsior MN 08/2018 05/2019
  • 06/2021 → Present
    Benefit Resource Partners
    Chippewa Falls, WI
  • 05/2023 → Present
    Creativeone Wealth
    Overland Park, KS
  • 05/2019 → 08/2019
    Bremer Bank
    Eau Claire, WI
  • 09/2017 → 05/2021
    University Of Wisconsin- Eau Claire
    Eau Claire, WI
  • 05/2018 → 08/2018
    Caribbean Restaurant
    Excelsior, MN
  • 09/2013 → 05/2017
    Chanhassen High School
    Chanhassen, MN
  • 05/2017 → 08/2017
    Mad Dog Products
    Chanhassen, MN
  • 08/2017 → 05/2018
    Unemployed
    Excelsior, MN
  • 08/2018 → 05/2019
    Unemployed
    Excelsior, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-12-16

View on SEC IAPD

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Other Offices

CETERA INVESTMENT ADVISERS LLC · Chippewa Falls, WI
CETERA INVESTMENT ADVISERS LLC · Chippewa Falls, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chippewa Falls, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chippewa Falls, WI
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · CHIPPEWA FALLS, WI
STATE FARM INVESTMENT MANAGEMENT CORP. · Chippewa Falls, WI
EDWARD JONES · CHIPPEWA FALLS, WI
THRIVENT INVESTMENT MANAGEMENT INC. · CHIPPEWA FALLS, WI

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