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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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BP

Bradley J. Palmersheim

CREATIVEONE WEALTH
Hudson, WI 54016
Some features on this profile are disabled
CRD#: 5391886
BP

Professional summary

Bradley J Palmersheim, who also goes by Brad Palmersheim, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Hudson, Wisconsin and CREATIVEONE SECURITIES, LLC located in Hudson, Wisconsin.

Bradley is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Bradley has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brad Palmersheim

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley J Palmersheim's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

November 1, 2024 - Present

CREATIVEONE WEALTH, LLC

Office #1: 1600 Maxwell Dr Suite 2, Hudson, WI 54016
RIA
CRD#: 281213
Hudson, WI
Current

November 1, 2024 - Present

CREATIVEONE SECURITIES, LLC

Office #1: 1600 Maxwell Dr Suite 2, Hudson, WI 54016
RIA
BD
CRD#: 152974
Hudson, WI
Past

January 19, 2024 - November 5, 2024

OSAIC WEALTH, INC.

RIA
CRD#: 23131
WOODBURY, MN
Past

January 19, 2024 - November 5, 2024

OSAIC WEALTH, INC.

BD
CRD#: 23131
WOODBURY, MN
Past

June 30, 2020 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
WOODBURY, MN
Past

June 30, 2020 - January 19, 2024

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
WOODBURY, MN
Past

April 10, 2015 - July 2, 2020

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
GOLDEN VALLEY, MN
Past

April 10, 2015 - July 2, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
GOLDEN VALLEY, MN
Past

April 29, 2008 - April 13, 2015

INVESTMENT CENTERS OF AMERICA, INC.

RIA
CRD#: 16443
HUDSON, WI
Past

April 29, 2008 - April 13, 2015

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
HUDSON, WI
Past

August 13, 2007 - April 18, 2008

COUNTRY CAPITAL MANAGEMENT COMPANY

BD
CRD#: 12060
WOODBURY, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677

RIA
Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(11/1/2024)
RR
California
(1/2/2026)
RR
Florida
(11/1/2024)
RR
Idaho
(11/1/2024)
RR
Illinois
(11/1/2024)
RR
Iowa
(11/1/2024)
RR
Michigan
(11/1/2024)
IAR
Minnesota
(11/4/2024)
RR
Minnesota
(11/6/2024)
RR
North Dakota
(11/1/2024)
RR
Ohio
(11/1/2024)
RR
Oregon
(11/1/2024)
RR
Washington
(11/1/2024)
RR
Wisconsin
(11/1/2024)
IAR
Wisconsin
(11/1/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/21/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/11/2007
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC

CRD#: 281213 / SEC#: 801-106677

RIA
Registered Investment Advisory firm - (9/25/2015 Approved)
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Contact information

Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts29,437
AUM (Assets Under Management)$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213Hudson, WI 54016

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