Traverse City, MI Office
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Creativeone Wealth, LLC
Multi-team
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About
CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and consultative retainer services to individuals (including high‑net‑worth clients), corporations and plan sponsors, and other RIAs through sub‑advisory arrangements. The firm also serves as a sub‑adviser to external advisory programs and to the AdvisorShares STAR™ Global Buy Write ETF (VEGA), alongside offering unified managed account and private investment options to eligible clients.
C1W manages primarily discretionary accounts using a mix of proprietary model portfolios and third‑party/boutique managers, with methods that include modern portfolio theory, fundamental, technical and quantitative analysis. Portfolios typically employ ETFs and mutual funds (with tax‑aware and ESG variants available), supplemented by individual equity managers, options strategies and select private or illiquid investments, while IARs collaborate with clients to set objectives and conduct ongoing monitoring and rebalancing.
Distinctive operational features disclosed in the brochure include affiliations with an in‑house broker‑dealer and an insurance marketing affiliate (CreativeOne Securities and CreativeOne Marketing), a paid sub‑advisory relationship with an ETF (VEGA), and various compensation arrangements such as strategic sponsor marketing payments and forgivable transition loans to some Investment Adviser Representatives. These arrangements are identified in the brochure as potential conflicts of interest and are subject to the firm’s disclosures and supervisory procedures, which clients are advised to review.
Based on Creativeone Wealth, LLC
Expertise
Based on Creativeone Wealth, LLC
Location
3180 Racquet Club Dr, Ste A
Traverse City MI 49684
Advisors at this office
2
Advisors at this office
Marcus H
Series 66
Traverse City, MI
Creativeone Wealth, LLC
Marcus Hudson is a financial advisor with CreativeOne Wealth, LLC in Traverse City, MI, holding a Series 66 designation and 16 years of industry experience. Prior to joining CreativeOne Wealth in 2022, he worked at USA Financial Securities from 2016 to 2022 and has owned Hudsons Agency LLC since 2012. Hudson is also an owner and executive partner of Hudson Agency, LLC, which provides life, health, accident, and property insurance services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using a blend of proprietary model portfolios and third-party managers, employing methods such as modern portfolio theory, fundamental, technical, and quantitative analysis.
Sara H
Series 63, Series 66
Traverse City, MI
Creativeone Wealth, LLC
Sara Hornick is a financial advisor with CreativeOne Wealth, LLC in Traverse City, Michigan, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at USA Financial Securities for six years and has been involved with Hudson Agency since 2015, where she is engaged in insurance and annuity sales. Hornick manages client portfolios through a mix of asset management and financial planning services. CreativeOne Wealth, LLC offers fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm employs discretionary portfolio management using proprietary models and third-party managers, serving high-net-worth and institutional clients with investment options that include ETFs, mutual funds, options strategies, and private investments.
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