Lewis P. Sisich

CREATIVEONE WEALTH

Spokane, WA

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CRD#: 425467

Professional summary

Lewis Peter Sisich, who also goes by Lew Sisich, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Spokane, Washington.

Lewis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Lewis has worked at 9 firms and has passed the Series 65, Series 63, PC, Series 1 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lew Sisich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WASHINGTON INVESTEMENT - DBA, INVESTMENT RELATED; 4107 S. STONINGTON LN, SPOKANE, WA 99223; OWNER; SINCE 04/2011; APX 180 HOURS PER MONTH, SOME OF WHICH ARE DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lewis Peter Sisich's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 26, 2020 - Present

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Spokane, WA

Past

July 31, 2009 - October 20, 2011

SORRENTO PACIFIC FINANCIAL, LLC

CRD#: 127787

SPOKANE, WA

Past

April 7, 2004 - November 5, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

SPOKANE, WA

Past

April 7, 2004 - July 31, 2009

PARTNERVEST SECURITIES, INC.

CRD#: 104134

SPOKANE, WA

Past

September 9, 1992 - February 26, 2004

NELSON SECURITIES,INC.

RIA

CRD#: 14377

SPOKANE, WA

Past

October 17, 1990 - February 26, 2004

NELSON SECURITIES,INC.

CRD#: 14377

SPOKANE, WA

Past

January 9, 1987 - July 11, 1990

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

November 3, 1978 - January 16, 1987

KIDDER, PEABODY & CO. INCORPORATED

CRD#: 7613

Past

June 26, 1974 - October 25, 1978

SUTRO & CO. INCORPORATED

CRD#: 801

Past

October 18, 1973 - March 8, 1974

FREDRICK GREGORY & COMPANY

CRD#: 4240

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Washington
(10/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/4/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/4/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

PC

Date: 10/1/1978

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 10/15/1973

Registered Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/1/1994

General Securities Principal Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lewis P. Sisich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lewis Peter Sisich's CRS (Customer Relationship Summary).

Certified licenses

Experience

SORRENTO PACIFIC FINANCIAL, LLC

PARTNERVEST ADVISORY SERVICES LLC

PARTNERVEST SECURITIES, INC.

NELSON SECURITIES,INC.

NELSON SECURITIES,INC.

PRUDENTIAL EQUITY GROUP, LLC

KIDDER, PEABODY & CO. INCORPORATED

SUTRO & CO. INCORPORATED

FREDRICK GREGORY & COMPANY

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/4/1992

Series 63

Date: 8/4/1984

PC

Date: 10/1/1978

Series 1

Date: 10/15/1973

Series 24

Date: 12/1/1994

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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