Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad McMullin is a financial advisor at Creativeone Wealth, LLC with over 14 years of experience in the financial services industry. Chad is a Certified Financial Consultant and has a Series 6, Series 63 and SIE license. Chad is registered to offer securities in Iowa. Chad has worked with clients in Iowa. Chad has experience working with individuals, corporations, high-net-worth individuals, and other investment advisors. Chad's areas of specialization include Retirement Planning, College Savings, and Estate Planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
IA
10/18/2021 - Present
Creativeone Wealth, LLC (Mt. Pleasant IA)
IA
09/14/2017 - 10/19/2021
BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC. (Mt Pleasant IA)
IA
07/18/2008 - 08/17/2017
FBL MARKETING SERVICES, LLC (Mt Pleasant IA)
IA
12/05/2006 - 07/02/2008
STATE FARM VP MANAGEMENT CORP. (MOUNT PLEASANT IA)
BC
Issued 12/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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