Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harrison? Claim Your ProfileHarrison Falteisek is a financial advisor with CreativeOne Wealth, LLC. Harrison has been working in the financial industry since 2016. Harrison is licensed to provide advisory services in Minnesota, Texas and Wisconsin. Harrison's experience includes working with individuals, families, businesses, and investment companies. Harrison also provides financial planning services, including retirement planning, college savings, and estate planning. Harrison holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner.
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
11/01/2024 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
WI
12/10/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HUDSON WI)
MN
05/28/2020 - 11/17/2021
CETERA ADVISOR NETWORKS LLC (MINNEAPOLIS MN)
MN
12/14/2016 - 05/29/2020
ONEAMERICA SECURITIES, INC. (SAINT LOUIS PARK MN)
MN
10/28/2015 - 10/27/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MENDOTA HTS MN)
IA
Issued 06/12/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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