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Eric W

Series 63, Series 65

Wellston, OH

Creativeone Wealth, LLC

Eric Womeldorf is a financial advisor with CreativeOne Wealth, LLC and holds Series 63 and Series 65 licenses. He has three years of industry experience and has also worked with Loves Legacy Financial and Risk Management, LLC, as well as Garner Insurance and Garner Financial Solutions. Womeldorf provides investment advice and insurance services including life and annuity products. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages discretionary accounts using a combination of proprietary models and third-party managers, employing various investment strategies and a range of ETFs, mutual funds, and alternative investments.

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