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Lonny P
Series 65
Louisville, KY
Creativeone Wealth, LLC
Lonny Powell is a Series 65-licensed financial advisor with eight years of industry experience, currently affiliated with CreativeOne Wealth, LLC. He has worked previously 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 alongside insurance and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a variety of investment strategies, including proprietary ETF-based models and third-party managers, with a platform that supports tailored suitability assessments and regular portfolio rebalancing.
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