We believe it is in your best interest to create a fiduciary relationship with your advisor first, so you can be sure that any advice you hear is objective & in your best interest.
We are independent, to reduce any potential conflicts of your best interest & to maximize your potential. With no sales quotas or sales managers telling us to promote products, we can simply focus on the needs of the client. It's been said, "If you cast a wide net, you capture more fish!". Independent advisors are not constrained or incentivized to offer proprietary investments and products, rather, fee based advisors are highly motivated to grow and protect your money as much as possible, therefore, with more options to choose from, this can help clients lower their costs, risks or capture more opportunities for the client.
Our Team
Brad Hablutzel is a Certified Financial Planner®, Certified Tax Specialist®, Certified Fund Specialist®, and Investment Advisor Representative. He has certifications in Social Security, Medicare and Alternative Investing. He earned a bachelor's degree in Business Administration, a master's degree in Business Administration, as well as Series 6, 7, 63 and 65 licenses, and is licensed in life, health, long-term care, and disability insurance. Brad has consulted over $1 billion in wealth in his 20-year career, the last 15 of which have specialized in serving the needs of people that are either retired, or within a few years of it. He takes an objective and meticulous approach to solving financial and insurance problems and he believes in excellent service - and that it's always right to do the right thing. Brad prefers to get to know his clients deeply, so he may become their biggest advocate.
Native to Colorado, Brad enjoys his time with his wife and two boys, as well as traveling, golf, softball, boating in Wisconsin, volleyball, spending time with friends, and cheering on Colorado professional sports teams. He volunteers as treasurer of his church, treasurer of his HOA, and is active in his local chamber of commerce, Rotary International, and assists with graffiti removal projects in the community.
In the fast-paced world of finance, where numbers dance with opportunity, lies an essential figure quietly orchestrating the success of one individual's financial pursuits. Meet Ashley Freeman, the Financial Advisor Assistant to Brad Hablutzel, a seasoned and esteemed CERTIFIED FINANCIAL PLANNER. Through diligence, adaptability, and a deep understanding of the financial landscape, Ashley has become an invaluable asset, guiding not only her boss but also the clients they serve towards brighter financial futures. Her thirst for knowledge and the desire to make a meaningful impact on people's lives propelled her towards the financial planning industry. Ashley exemplifies the critical role of an Financial Advisor Assistant in the financial planning world. Through her dedication to excellence, profound financial knowledge, and unwavering commitment to clients, she has become an essential part of Brad's success and the firm's reputation. Born in Virginia, Ashley came into this world with an inherent spirit of adventure. Her early years were marked by the unique experience of being a "Navy brat," as her father served proudly in the United States Navy and her mother ran her own business. This nomadic lifestyle meant moving frequently, experiencing diverse cultures, and forging friendships across the globe. Despite the challenges of constantly changing surroundings, it instilled in her a remarkable adaptability and a deep appreciation for the world's vastness. Ashley loves spending time with her family, watching and cheering on the Colorado Avalanche, being outdoors and traveling.
2019
2-4 Employees
CreativeOne Wealth, LLC
Charles Schwab
Not Provided
4
President & Founder, Mosaic Retirement Planning, LLC - 2019 - Present Senior Financial Planner, Paradigm Group, 2018-2019 Wealth Manager, A&I Financial Services, 2017-2018 Financial Planner, Life Certain Wealth Strategies, 2013-2017 Investment & Insurance Products Consultant, Jackson National Life, 2007-2013 Accountant and Internal Auditor, Metropolitan West Securities, 2000-2003
Individual Investors
Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Mutual Funds, Annuities
Our Office, Phone, Email, Your Home, Video Conference
$500,000
107
70
70
$35,000,000
107
70
70
$35,000,000
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Investment advisory services offered through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Mosaic Retirement Planning, LLC are unaffiliated entities. Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19144 - 2019/8/15 The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
