About Stratton and Company
We're pleased to introduce your Retirement Team at Stratton and Company, where we help people just like you live out their dream retirement beginning with the Financial Clarity Process.
Since 2001, we've helped over one thousand clients do just that. Our clients are living proof that you can enjoy a worry-free retirement - no matter what the markets, and life, may bring.
We want to do the same for you.
See Disclosures
General Information
Firm Start Year
Firm CRD#
281213
Name of Broker/Dealer
CREATIVEONE WEALTH, LLC
Years of Experience in Financial Services
25
Number of Years with Current Firm
25
Work with the following types of clients
Individual Investors
Advisory Services Provided
Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Firm Information
Advisor's Number of Clients
1000
Advisor's Number of Managed Clients
100
Advisor's Number of Planning Clients
1000
Assets Managed by Advisor
$600M
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets
Fee % Based on Assets
.97%
Education
Master of Theology - Theology
Pensacola Bible Institute
1998 -2002
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1893190/financialplanners-Stratton-and-Company-detailed-disclosure.html
Disclaimer
Stratton & Company provides investment advisory services, insurance and annuities, and tax forecasting, and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. By contacting us you may be offered a meeting to discuss how our services can meet your retirement needs. Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Stratton & Company are unaffiliated entities.