Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Kitzrow is a financial advisor who has been working in the industry since 2006. Paul is currently registered as an investment advisor representative with Creativeone Wealth, LLC. Paul is also the Managing Partner of PK Capital Advisors LLC/PK Capital Management LLC. Prior to joining Creativeone Wealth, LLC, Paul worked at G.F. Investment Services, LLC, LPL Financial LLC, Woodbury Financial Services, Inc., and New England Securities. Paul has a wide range of experience in the financial services industry, including investment advisory services, financial planning, and insurance. Paul is committed to providing his clients with the highest level of service and advice.
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
MI
10/03/2018 - Present
Creativeone Wealth, LLC (Grand Rapids MI)
MI
06/23/2014 - 10/03/2018
G.F. INVESTMENT SERVICES, LLC (Grand Rapids MI)
MI
06/18/2012 - 07/01/2014
LPL FINANCIAL LLC (GRAND RAPIDS MI)
MI
04/02/2008 - 06/27/2012
WOODBURY FINANCIAL SERVICES, INC. (GRAND RAPIDS MI)
MI
02/07/2006 - 04/07/2008
NEW ENGLAND SECURITIES (GRAND RAPIDS MI)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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