Chad
Lewis

Creativeone Securities, LLC

CRD#6330634
Investment Advisor
in Camdenton, MO

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About this Advisor

Chad Lewis is a financial advisor based in Camdenton, Missouri, working with Creativeone Securities, LLC. Chad has previously held positions at Weller Insurance And Financial Services and Client One Securities, LLC. Chad has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Chad is part of Creativeone Securities, LLC, which operates out of Camdenton, Missouri. 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 66

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

151 E Us Highway 54
Camdenton, MO 65020

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

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

186

MO Average: 44
Total Number of Accounts

22,082

MO Average: 4,091
Average Account Size

$77,839

MO Average: $548,316

Investment Advisory Services

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

Chad Lewis Work History

2016 - Present (8 years)

Client One Securities, LLC

2014 - 2016 (2 years)

Weller Insurance And Financial Services

Disclosures

Please visit the SEC profile of Chad Lewis 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

Adam Carpenter
West Des Moines, IA
Brian Pacen
Owings Mills, MD
Dennis Mattern
Leawood, KS
Julia Ravensberg
Leawood, KS
Chad Lewis
Camdenton, MO
Jamie Wilbers
Leawood, KS
Bryan Woodell
Leawood, 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.

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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.

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