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Jack K
Series 65
Chippewa Falls, WI
Creativeone Wealth, LLC
Jack Kilibarda is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked at CreativeOne Wealth since 2023 and Benefit Resource Partners since 2020. Outside of advisory work, he is involved with Benefit Resource Partners where he engages with clients and sells life insurance and annuities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub‑advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a range of portfolio strategies including proprietary ETF-based models and boutique equity managers, supporting tailored suitability assessments and regular portfolio rebalancing.
Brent F
Series 65
Chippewa Falls, WI
Creativeone Wealth, LLC
Brent Ford is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Retirement Wealth Advisors and Global Financial Private Capital, LLC. In addition to his advisory role, he is a partner at Benefit Resource Partners, where he independently sells insurance, annuities, and life insurance. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual clients, corporations, charitable organizations, and other RIAs. The firm employs a range of investment strategies including proprietary ETF-based models, third-party managers, and option-based approaches, supported by quantitative, fundamental, and modern portfolio theory analyses.
Zachary C
Series 65
Chippewa Falls, WI
Creativeone Wealth, LLC
Zachary Cockroft is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience and a Series 65 designation. He has worked in various roles since 2016, including positions at Benefit Resource Partners and Benefit Wealth Partners. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts utilizing proprietary models and third-party managers, employing a diverse range of investment strategies including ETFs, mutual funds, options, and private investments.
Evie S
Series 65
Chippewa Falls, WI
Creativeone Wealth, LLC
Evie Schaller is a financial advisor at CreativeOne Wealth, LLC with five years of industry experience and holds a Series 65 designation. Her prior roles include positions at Benefit Wealth Partners and Appel Chiropractic. She is also involved in life insurance and annuity sales as an insurance agent with Benefit Wealth Partners. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms, managing primarily discretionary accounts with a combination of proprietary models, third-party managers, and various investment strategies.
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