Brian John Brechler

Financial advisor at Creativeone Wealth, LLC

Last updated 2026-10-10

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Brian John Brechler is a financial advisor at Creativeone Wealth, LLC, CRD 4728254. Licenses and exams on the registration: Series 66. IAPD registration began 2005-02-18.

Registration

CRD number
4728254
Registration status
Active
IAPD registration
2005-02-18
Industry Experience
21 years
Work Experience
10 years
States registered
KS, TX

Licenses and exams

  • Series 66

Work history

  • 2016-07 to 2019-12 · Massachusetts Mutual Life Insurance Company · Springfield, MA
  • 2017-03 to 2019-12 · MML Investors Services, LLC · Overland Park, KS
  • 2019-12 to Present · Creativeone Securities, LLC · Overland Park, KS
  • 2019-12 to Present · Creativeone Wealth, LLC Formerly Changepath · Overland Park, KS

Current employment

SEC IAPD record for Brian John Brechler

Creativeone Wealth, LLC

Regulatory AUM
$6,251,683,061
Registered advisors
221
Offices
195
Clients per advisor
100.9 (Moderate)
Average AUM per client
$280.5K (Low)
High-net-worth client ratio
7.8% (Low)

Creativeone Wealth, LLC: advisors, services and reported ETF investments

About

Brian John Brechler is a financial advisor at Creativeone Wealth, LLC. Reported securities licenses include Series 66. The latest record indicates 21 years of industry experience and 10 years of reported work history. Reported roles include Creativeone Securities, LLC, Creativeone Wealth, LLC Formerly Changepath, MML Investors Services, LLC, Massachusetts Mutual Life Insurance Company.

SEC disclosures list additional business and community activities: 1): Direct wealth advisors; investment related; 8900 indian creek parkway suite 220 overland park, ks 66210; fixed, index insurance; 50% owner; 01/2020; 40 hrs/mo; 40 hrs/mo 2; ) union broadcasting, inc.

Creativeone Wealth, LLC's firm-level Form ADV reports 221 advisors across 195 offices; approximately 100.9 clients per advisor, average assets per client of $280,458, and regulatory AUM of $6.3B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Selection of Other Advisers, Publication of Periodicals or Newsletters.

PortfolioFuture's firm-level 13F analysis covers $3.1B across 614 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Brian John Brechler personally.

Reported ETF positions

Creativeone Wealth reports 614 ETF positions worth $3.1B on Form 13F; the largest are listed.

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Creativeone Wealth, LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Investment Companies
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Insurance Company or Agency

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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