user avatar

Chad Allen Mcmullin

Advisor at Creativeone Wealth, LLC — Mt. Pleasant, IA

Updated today

Credentials

ChFC®, Series 63

Experience

19 years

Location

Mt. Pleasant, IA 52641

Creativeone Wealth, LLC logo

Creativeone Wealth, LLC

Multi-team

Total advisors

214

Across 134 offices

Clients per advisor

103 Very High

Avg AUM per client

$264,766 Very Low

HNW client ratio

8% Low

About

Chad Mcmullin is a financial advisor with CreativeOne Wealth, LLC, holding the ChFC® designation and Series 63 license, and has 19 years of industry experience. His prior roles include positions at ChangePath, LLC, Brokers International Financial Services, LLC, FBL Marketing Services, and Farm Bureau. Outside of advising, he is involved in professional office building ownership and management. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a combination of proprietary ETF-based models, third-party managers, boutique equity managers, and option strategies, supported by quantitative and fundamental analyses.

Client services

Based on Creativeone Wealth, LLC

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Sub adviser services

Expertise

Based on Creativeone Wealth, LLC

Active portfolio management ESG / Sustainable investing Concentrated stock management Options & derivatives strategies Private / alternative investments

Occupation focus

Based on Creativeone Wealth, LLC

Executive Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.

Percentage

$0+: Negotiable, typically between 0.25% - 2.25% $0+: Under 'Floating Rate Method', combined fee example 1.75% (100 bps IAR + 55 bps program + 20 bps strategy), can vary with strategy fees $0+: Under 'Total Rate Method', total fee fixed (example 1.75%) with varying IAR and strategy fee portions

Commissions

Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.

Project-based

Hourly rates for financial planning services disclosed in agreement and negotiable.

Other

Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.

Location

See office

Mt. Pleasant, IA

114 East Monroe St, Suite 113

Mt. Pleasant IA 52641

Advisors at this office

1

Most active in

Iowa

Work history

19 years of industry experience

ChangePath, LLC

2021 - Present • 5 years

Leawood, KS

Brokers International Financial Services, LLC

2017 - 2021 • 4 years

Mt Pleasant, IA

FBL Marketing Services

2008 - 2017 • 9 years

West Des Moines, IA

Farm Bureau

2008 - 2017 • 9 years

West Des Moines, IA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Benjamin H

Series 63, Series 66

Mount Pleasant, IA

RIA Advisory Group, LLC

Benjamin Heckart is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has worked at Iea Wealth Management LLC since 2010 and previously spent two years each at Cambridge Investment Research Advisors and LPL Financial. Outside of advisory work, he is involved in a small farming operation and holds a 20% ownership stake in Brokerstreet Insurance Services. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a combination of charting, fundamental, and technical analysis across long- and short-term strategies, operating as a multi-office team of 21 advisors.

Real estate investing
user avatar

Paul K

Series 63, Series 65

Mount Pleasant, IA

RIA Advisory Group, LLC

Paul Katsion is a financial advisor with RIA Advisory Group, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has been with RIA Advisory Group since 2023 and previously worked at NYLife Securities LLC and New York Life from 2016. Katsion serves as a board member of the Henry County Optimist Club, where he supports local youth through fundraising and volunteer activities. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client assets in-house using a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Real estate investing
user avatar

Erin R

Series 65

Mount Pleasant, IA

RIA Advisory Group, LLC

Erin Roberts is a financial advisor at RIA Advisory Group, LLC with a Series 65 designation and one year of industry experience. Prior to joining RIA Advisory Group in 2025, Roberts worked at RCM Capital for two years and spent 17 years at Southeastern Community College. RIA Advisory Group provides discretionary portfolio management and investment supervisory services to individuals, high-net-worth clients, trusts, estates, corporations, and charitable organizations. The firm manages client accounts in-house using a combination of charting, fundamental, and technical analysis with both long- and short-term trading strategies.

Real estate investing
user avatar

Joseph J

Series 66

Danville, IA

LPL Financial

Joseph Johnson is a financial advisor at LPL Financial with five years of industry experience. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. for three years and spent five years with Danville CSD. Outside of his advisory role, he operates a fishing charter business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Whitney R

CFP®, Series 66

Mt Pleasant, IA

Edward Jones

Whitney Rogers is a CFP® designated financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2017, Rogers worked six years at The Walt Disney Company. Outside of financial advising, Rogers coaches the High School Color Guard team for the Mt Pleasant Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Wealth management General estate planning guidance Retired Founder/Business Owner Executive
user avatar

Scott J

Series 66

Mt Pleasant, IA

Cambridge Investment Research Advisors

Scott Johnson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously held roles at D.H. Securities LLLP, Brokers International Financial Services, and Johnson Capital Investments LLC. Outside of his advisory work, Johnson serves on the Wayland Economic Development Committee and speaks on biblical topics to local congregations. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)