Christopher
Lutzel

Creativeone Securities, LLC

CRD#2673981
Investment Advisor
in Scottsdale, AZ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christopher Lutzel is a financial advisor based in Scottsdale, Arizona, working with Creativeone Securities, LLC. Christopher has previously held positions at Client One Securities, LLC and Rock Bridge Financial, LLC. Christopher has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Christopher is part of Creativeone Securities, LLC, which operates out of Scottsdale, Arizona. The firm has 125 offices and 186 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Creativeone Securities, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

9035 East Mountain View Road
Scottsdale, AZ 85258

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

AZ Average: $2,243,162,756
Total Number of Employees

186

AZ Average: 44
Total Number of Accounts

22,082

AZ Average: 4,091
Average Account Size

$77,839

AZ Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Christopher Lutzel Work History

2012 - Present (12 years)

Client One Securities, LLC

2011 - 2016 (5 years)

Rock Bridge Financial, LLC

Disclosures

Please visit the SEC profile of Christopher Lutzel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Creativeone Securities, LLC

Julia Ravensberg
Leawood, KS
Adam Carpenter
West Des Moines, IA
Chad Lewis
Camdenton, MO
Bryan Woodell
Leawood, KS
Dennis Mattern
Leawood, KS
Richard Robinson
New Carlisle, IN
Karen Zicht
Wichita, KS
Michael Mannone
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started