Paul
Groeschel-Johnson
Creativeone Wealth, LLC
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About this Advisor
Paul Groeschel-Johnson is a financial advisor based in Jacksonville, Florida, working with Creativeone Wealth, LLC. Paul has previously worked with organizations such as New York Life Insurance Company, Nicole Tritaik, Signet Jewelers, Diamonds Direct, Opus.Inc, Flagler College, Qualified Staffing, Miller School, Charlottesville Public Schools, Nylife Securities LLC, Thrivent Investment Management Inc, Thrivent Financial, Principal Life Insurance Company, Principal Securities Inc, Dpl, The Leaders Group Inc, Pruco Securities LLC, Creativeone Wealth, LLC, and Stratton & Company. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Paul is part of Creativeone Wealth, LLC, which operates out of Jacksonville, Florida. The firm has 108 offices and 217 employees. Creativeone Wealth, LLC manages $4.8 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$4,828,907,475
217
29,437
$164,042
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Paul Groeschel-Johnson Work History
Creativeone Wealth, LLC
Stratton & Company
Pruco Securities LLC
Principal Securities Inc
Thrivent Financial
Principal Life Insurance Company
Principal Securities Inc
Dpl
The Leaders Group Inc
New York Life Insurance Company
Nylife Securities LLC
Thrivent Investment Management Inc
Thrivent Financial
Nicole Tritaik
Signet Jewelers
Diamonds Direct
Opus.Inc
Flagler College
Qualified Staffing
Miller School
Charlottesville Public Schools
Disclosures
Please visit the SEC profile of Paul Groeschel-Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Creativeone Wealth, LLC
Olathe, KS
Omaha, NE
Leawood, KS
Overland Park, KS
Overland Park, KS
Leawood, KS
Jacksonville, FL
Salina, KS
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