EM
Ethan R. Medling
CREATIVEONE WEALTH
Cheshire, CT 06410
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CRD#: 7686198
EM
Professional summary
Ethan Robert Medling, who also goes by Ethan Medling, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Cheshire, Connecticut.
Ethan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Ethan has worked at 1 firm and has passed the Series 65 and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ethan Medling
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.
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
CRS (Client Relationship Summary) - RIA
Click below to view Ethan Robert Medling's 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®
NoneExperience
Current
January 19, 2023 - Present
CREATIVEONE WEALTH, LLC
Office #1: 609 West Johnson Ave, Cheshire, CT 06410RIA
CRD#: 281213
Cheshire, CT
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.Highlighted states indicate IAR registrations
IAR
Connecticut(1/19/2023)
Exams
State Security Law Exam
General Industry/Product Exam
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
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
