Chad
Lewis
Creativeone Securities, LLC
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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
Services Offered
Fee Structure
Office Location
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Creativeone Securities, LLC Brokerage Details
$1,718,842,253
186
22,082
$77,839
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Chad Lewis Work History
Client One Securities, LLC
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
Leawood, KS
Owings Mills, MD
Leawood, KS
Camdenton, MO
Leawood, KS
New Carlisle, IN
West Des Moines, IA
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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