Eric Womeldorf (CRD# 4722816) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 20 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth, LLC | Overland Park, KS | Sep 2022 - Current | 1 |
| Loves Legacy Financial And Risk Management, LLC | Wellston, OH | Sep 2022 - Current | 1 |
| Campbell Insurance Group | Carroll, OH | Mar 2022 - Current | 2 |
| Garner Insurance And Garner Financial Solutions | Carroll, OH | Sep 2017 - Current | 6 |
| Huston Nursing Home And Hamden Nursing And Rehabilitation | Hamden, OH | Jun 2015 - Mar 2019 | 3 |
| Daymar College | Columbus, OH | Oct 2010 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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