Robert

Robert Kellogg, CFA

Financial Planner, ChangePath

As the Financial Planner and Case Design Lead at ChangePath, Robert oversees the development of financial plans for the clients of the firm, and also the development of the Case Design process within the firm. Prior to joining ChangePath, Robert was an Associate Client Portfolio Manager for Nuance Investments in Kansas City, Missouri. He has also worked for Ivy Investments (formerly Ivy Funds) in Mission, Kansas, and LaSalle Investment Management based out of Chicago, Illinois. Robert received a B.A. in Economics from Northwestern University in Evanston, Illinois. He obtained his CFA designation in 2018.

Michigan Office

18645 Canal Rd., Suite 2
Clinton Township, MI 48038

Phone: 586.228.1282

Fax: 859.818.0409

Kentucky Office

7310 Turfway Rd., Suite 550

Florence, KY 41042

Phone: 859.372.6727

Fax: 859.818.0409

Ohio Office (Blue Ash)

4555 Lake Forest Drive, Suite 650

Cincinnati, OH 45249

Phone: 859.372.6727

Fax: 859.818.0409

Creative Asset Solutions, LLC BBB Business Review

Michigan Office

18645 Canal Rd., Suite 2
Clinton Township, MI 48038

Phone: 586.228.1282

Fax: 859.818.0409

Kentucky Office

7310 Turfway Rd., Suite 550

Florence, KY 41042

Phone: 859.372.6727

Fax: 859.818.0409

Ohio Office (Blue Ash)

4555 Lake Forest Drive, Suite 650

Cincinnati, OH 45249

Phone: 859.372.6727

Fax: 859.818.0409

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Advisor. Insurance services are offered through Creative Asset Solutions. Creative Asset Solutions and CreativeOne Wealth, LLC are unaffiliated.

Investment advisory services offered through ChangePath LLC, a Registered Investment Advisor. Insurance services are offered through Creative Asset Solutions. Creative Asset Solutions and ChangePath, LLC are unaffiliated.