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Michael Graber

Advisor at Creativeone Wealth, LLC

Updated today

Location

Loogootee, IN 47553

Credentials

Series 63, Series 65

Industry experience

8 years

About

Michael Graber is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked with CreativeOne Wealth since 2018. He is also involved with Compass Retirement Advisors LLC, Gradient, and The Insurance Shop Inc., where he has roles related to retirement planning and insurance. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored assessments and regular portfolio rebalancing.

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

200 East Broadway St.

Loogootee, IN 47553

Most active in

Indiana

Work history

CreativeOne Wealth, LLC formerly CHANGE PATH LLC

2018 - Present (8 years)

Compass Retirement Advisors LLC

2016 - Present (10 years)

Gradient

2016 - Present (10 years)

The Insurance Shop Inc.

2002 - Present (24 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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Series 66

Odon, IN

Axis Financial, LLC

Johnathan Britton is a financial advisor at Axis Financial, LLC with 23 years of industry experience. He holds a Series 66 designation and has been with Axis Financial since 2006. In addition to his advisory role, he sells life, health, long-term care, and property & casualty insurance through The Insurance Shop, an activity he balances alongside his financial advisory work. Axis Financial, LLC is an independent, single-advisor registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a consultative, non-discretionary approach, typically recommending exchange-traded funds for smaller accounts and using third-party asset managers for larger accounts.

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CFP®, Series 63, Series 66

Washington, IN

Edward Jones

Eric Bassler is a CFP® with 25 years of experience in financial advisory services, currently with Edward Jones. He has been with the firm since 2000. Outside of his advisory role, he serves as a State Senator in Indiana and holds board positions with the Heart of City organization and the Wabash Valley Correctional Facility advisory board. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm manages over $1 trillion in assets and offers a range of advisory programs under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Multi-generational wealth transfer General estate planning guidance Retired Founder/Business Owner Executive
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Annuities Founder/Business Owner Executive Retired
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Mary A

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Loogootee, IN

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Sarah B

Series 63, Series 66

Washington, IN

Edward Jones

Sarah Browning is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Edward Jones since 2001. Browning is also the owner of an Edward Jones office building in Washington, IN. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory programs and investment options supported by a large network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive

Grant S

Series 63, Series 66

Washington, IN

Edward Jones

Grant Stafford is a financial advisor with Edward Jones in Washington, Indiana, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. Prior to joining Edward Jones in 2020, he worked at Graber Post Buildings and Fastenal Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of around 23,701 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and providing affiliated mutual funds, tax-efficient services, and securities-based lending options.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner Executive
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