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Ponte Vedra Beach, FL 32081
904-425-0943
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 hundreds of 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
Services
Investment Types
Annuities, Stocks, Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Our Office, Video Conference
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
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893190/retirementplanning-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.