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CreativeOne Wealth

Advisor Resource Center

A partnership committed to your success.

Operations

 Operations assistance: (operations@creativeonewealth.com), 888-798-2360 opt 1

Trading requests: (trading@creativeonewealth.com), 888-798-2360 opt 3

Processing requests: (docsubmission@creativeonewealth.com)

Billing assistance: (billing@creativeonewealth.com)

Ben Avis

Chief Operations Officer

Morgan Ballew

Operations Manager

Joe Lauristen

Advisory Billing Manager

Nick Meilak

Sr. Advisor Services Specialist

Francisco Ramos

Advisor Services Specialist

Rebecca Sublette

Advisor Services Specialist

Jessica Brandes

Advisor Services Specialist

Austin Kretchmar

Transition Specialist

Rayanne Roper

Workflow Processor

Tarren Bigham

Trading Specialist

Straucie Robeson

Workflow Processor

Advisory Solutions

Investment inquiries: (as@creativeonewealth.com)

Analysis requests: (analysis@creativeonewealth.com)

Jack O'Brien

Relationship Management

Brook Campbell

Relationship Management

Eric Barr

Relationship Management

Micah Skebo

Financial Data Analyst

Matt Heimann, CFA

Director of Asset Management

Compliance

Compliance assistance: (compliance@creativeonewealth.com), 888-798-2360 opt 2

Chang Shin

Chief Compliance Officer

Eric Trazyk

Compliance Manager

Jennifer Markham

Compliance Manager

Kirk Artley

Compliance Specialist

Ryan Fort

Compliance Specialist

Leadership

Marty Pfannesnstiel, J.D.

President of CreativeOne Wealth

Kenneth Hyman

Executive Vice President

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