Nick
Nunu
Creativeone Wealth, LLC
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About this Advisor
Nick Nunu is a financial advisor based in Denver, Colorado, working with Creativeone Wealth, LLC. Nick has previously held positions at Changepath, LLC, Bam Advisory Group, Renatus, LLC, New Direction Trust Company, and Php Agency. Nick has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Nick is part of Creativeone Wealth, LLC, which operates out of Denver, Colorado. The firm has 108 offices and 201 employees. The firm manages assets totaling $3.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Creativeone Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$3,430,274,685
201
21,910
$156,562
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Nick Nunu Work History
Changepath, LLC
Bam Advisory Group
Php Agency
New Direction Trust Company
Renatus, LLC
Disclosures
Please visit the SEC profile of Nick Nunu to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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