Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nathan? Claim Your ProfileNathan Chesley is a financial advisor with Creativeone Wealth, LLC. Nathan has been in the financial services industry since 2005. Nathan is registered as an Investment Advisor Representative in Minnesota. Nathan also holds Series 6, Series 63, and Series 65 securities licenses. Nathan has experience providing financial advice to individuals, families, businesses, and institutions. Creativeone Wealth, LLC is an independent registered investment advisor with offices in Overland Park, Kansas and Perham, Minnesota. The firm provides a wide range of financial services including investment management, financial planning, and retirement 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
KS
09/16/2020 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
CO
11/05/2008 - 02/11/2011
QA3 FINANCIAL CORP. (WRAY CO)
ND
04/09/2007 - 06/25/2008
INTERSECURITIES, INC. (FARGO ND)
ND
10/18/2005 - 03/26/2007
EQUITY LEADERSHIP SECURITIES GROUP, INC. (WEST FARGO ND)
IA
Issued 09/01/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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