Christen Marie Tschudin
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christen Marie Overman, Christen Overman
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
20 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
Contact Information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211Phone Number
(913) 402-7897# of Employees
222SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
35,425AUM (Assets Under Management)
$6,251,683,061Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
State Registrations and Notice Filings
(2/20/2018)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2006About the Series 6 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Apr 2013About the Series 9 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Dec 2007About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Christen Marie Tschudin's CRS (Customer Relationship Summary).
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