Spokane, WA N Pittsburg Street Office

Team
Updated today

Client AUM

$5,841,787,553

Clients

22,064

Advisors

2

Of 216 advisors across 136 offices

Location

6724 N Pittsburg Street

Spokane WA 99217

Advisors at this office

2

Advisors at this office

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Ronald K

Series 63, Series 65

Spokane, WA

Creativeone Wealth, LLC

Ronald Kincaid is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at firms including ChangePath, LLC and The O.N. Equity Sales Company, and has operated Viable Ventures, Inc. (dba Kincaid & Associates) since 1995, where he serves as president and engages in insurance sales and life settlements. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, and charitable organizations. The firm employs a mix of proprietary ETF-based models, third-party managers, and option strategies within a platform that supports tailored suitability assessments and regular portfolio rebalancing.

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

Series 65

Spokane, WA

Creativeone Wealth, LLC

Cassandra Camerer is a Series 65 licensed financial advisor with nine years of industry experience. She is affiliated with Creativeone Wealth, LLC and has held roles at ChangePath, LLC and Ten Capital Wealth Advisors, LLC. Outside of advising, she is a co-owner of an Amway independent business focusing on health, beauty, and home care products. 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 utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to manage client portfolios.

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