Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Distefano is a financial advisor with Creativeone Wealth, LLC. Michael has been in the industry since 1998 and is licensed in Wisconsin. Michael has a wide range of experience in the industry and has worked for several firms prior to Creativeone Wealth, LLC. Michael specializes in financial planning, portfolio management, and educational seminars. Michael has a proven track record of success in helping individuals, families, and businesses achieve their financial goals.
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
WI
07/03/2018 - Present
Creativeone Wealth, LLC (MEQUON WI)
WI
08/01/2007 - 06/30/2015
ALPS DISTRIBUTORS, INC. (MILWAUKEE WI)
WI
07/27/2004 - 07/31/2007
HEARTLAND INVESTOR SERVICES, LLC (MILWAUKEE WI)
PA
02/04/2003 - 04/15/2004
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NC
11/19/2001 - 12/20/2002
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
MO
10/01/2000 - 10/29/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
10/20/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 10/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Distefano is the right advisor for you? Invested Better is here to help.
