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Eric Womeldorf

Advisor at Creativeone Wealth, LLC

Updated today

Location

Wellston, OH 45692

Credentials

Series 63, Series 65

Industry experience

3 years

About

Eric Womeldorf is a financial advisor at CreativeOne Wealth, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Loves Legacy Financial and Risk Management, LLC, Campbell Insurance Group, and Garner Insurance and Garner Financial Solutions. Outside of his advisory role, he provides investment advice through his ownership of Loves Legacy Financial and Risk Management, LLC, and is involved in insurance sales and service with multiple firms. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individual, corporate, charitable, and RIA clients. The firm employs a range of investment strategies, including proprietary ETF-based models, third-party managers, and option-based approaches, supported by a platform that facilitates tailored client solutions and sub-advisory services.

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

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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

623 Mulga Road

Wellston, OH 45692

Most active in

Ohio

Work history

Loves Legacy Financial and Risk Management, LLC

2022 - Present (4 years)

CreativeOne Wealth, LLC

2022 - Present (4 years)

Campbell Insurance Group

2022 - 2024 (2 years)

Garner Insurance and Garner Financial Solutions

2017 - Present (9 years)

Huston Nursing Home and Hamden Nursing and Rehabilitation

2015 - 2019 (4 years)

Daymar College

2010 - 2016 (6 years)

Disclosures

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

Business activities & affiliations

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James S

Series 63, Series 65

Jackson, OH

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Wealth management Retirement income strategy Income planning

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Jackson, OH

Edward Jones

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Military & Veterans Founder/Business Owner

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Jackson, OH

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Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Planning for children with special needs Founder/Business Owner
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