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CT

Christen M. Tschudin

CREATIVEONE WEALTH
Omaha, NE 68154
Some features on this profile are disabled
CRD#: 5148565
CT

Professional summary

Christen Marie Tschudin, who also goes by Christen Marie Overman, Christen Overman, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Omaha, Nebraska.

Christen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christen has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christen Marie Overman | Christen Overman

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christen Marie Tschudin'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

February 20, 2018 - Present

CREATIVEONE WEALTH, LLC

Office #1: 13520 California St, Suite 200, Omaha, NE 68154
RIA
CRD#: 281213
Omaha, NE
Past

August 13, 2015 - November 21, 2017

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
OMAHA, NE
Past

January 25, 2011 - November 20, 2017

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
OMAHA, NE
Past

February 25, 2010 - December 22, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
OMAHA, NE
Past

August 16, 2006 - October 30, 2008

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO

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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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
Nebraska
(2/20/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/24/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/7/2006
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/20/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/15/2006
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 4/2/2013
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 26
Date: 12/18/2007
Investment Company Products/Variable Contracts Principal Examination

Current Firm

CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts29,437
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.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213Omaha, NE 68154

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