Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christen? Claim Your ProfileChristen Marie Tschudin is a registered investment advisor representative with Creativeone Wealth, LLC. She is licensed in Nebraska and has been in the industry since 2006. Christen Marie Tschudin has experience in a variety of areas including financial planning, investment advisory, and portfolio management. She has worked with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, and charitable organizations. Christen Marie Tschudin holds the Series 6, 7, 9, 26, and 66 securities licenses and is also a Registered Representative.
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
KS
02/20/2018 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
NE
01/25/2011 - 11/20/2017
FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)
NE
02/25/2010 - 12/22/2010
LPL FINANCIAL CORPORATION (OMAHA NE)
CO
08/16/2006 - 10/30/2008
JANUS DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 06/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/20/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/15/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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