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Brittany S

Series 63, Series 65

Coeur D'Alene, ID

Creativeone Wealth, LLC

Brittany Slater Gautreau is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services, WestPark Capital, Niagara International Capital, and Clarity Capital Partners. She serves as Secretary of the Board for the Mountain States Policy Center, a nonprofit organization. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a range of investment strategies that incorporate proprietary models and third-party managers, offering a variety of investment options including ETFs, mutual funds, and private investments.

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