Lewis
Sisich
Creativeone Wealth, LLC
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About this Advisor
Lewis Sisich is a financial advisor based out of Leawood, Kansas with 3 years of industry experience. Sisich is an advisor for Creativeone Wealth, LLC. The advisor has gained experience at Partnervest Advisory Services, LLC, Changepath, LLC and Washington Investment. Sisich has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Washington. Creativeone Wealth, LLC is an advisory firm based out of Leawood, KS. The investment advisory business has offices in 108 locations and a total of 169 advisors. It oversees $3 billion in assets across its 19,806 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 14 charitable organizations. Of its 19,806 customer accounts, just 7% are held by high-net-worth individuals who have greater than $1 million in assets. Creativeone Wealth, LLC offers a number of services, such as 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. Fees for financial advice are based on the type of financial services offered. However, fee types charged by Creativeone Wealth, LLC may include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$2,879,545,390
169
19,806
$145,388
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
Lewis Sisich Work History
Lewis has been registered as a financial advisor for 3 years.*
Changepath, LLC
Washington Investment
Partnervest Advisory Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lewis Sisich 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 Wealth, LLC
Leawood, KS
Leawood, KS
Leawood, KS
Scappoose, OR
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
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