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Lonny P
Series 65
Louisville, KY
Creativeone Wealth, LLC
Lonny Powell is a financial advisor at CreativeOne Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Horter Investment Management, LLC and Brookstone Capital Management. Powell is also the owner of Alliance Retirement Solutions, where he manages brokerage and servicing of Medicare Supplement and Medicare RX plans, along with insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using proprietary model portfolios and third-party managers, employing strategies that include modern portfolio theory, fundamental and quantitative analysis.
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