Nate M. Geist

CREATIVEONE WEALTH

OVERLAND PARK, KS 66213

Some features on this profile are disabled

CRD#: 5823146

Professional summary

Nate Michael Geist is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas.

Nate is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Nate has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Insurance Agent. Not investment-related, 10 hours/month. Insurance Agent. Start Date: 1/2020. Sale of life insurance, disability insurance, long term care and annuities. Using various insurance brokers and carriers. CHANGEPATH; OVERLAND PARK, KS; INVESTMENT RELATED; ASSOCIATE OFFERING ADVISORY SERVICES THROUGH CREATIVEONE WEALTH; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nate Michael Geist'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

September 18, 2023 - Present

CREATIVEONE WEALTH, LLC

Office #1: 7400 W. 130th Street Suite 130, Overland Park, KS 66213

RIA

CRD#: 281213

OVERLAND PARK, KS

Past

December 23, 2019 - November 30, 2023

LEWER FINANCIAL ADVISORS, LLC

RIA

CRD#: 165381

OVERLAND PARK, KS

Past

March 25, 2017 - December 31, 2019

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Overland Park, KS

Past

March 25, 2017 - December 31, 2019

MML INVESTORS SERVICES, LLC

CRD#: 10409

Overland Park, KS

Past

January 13, 2016 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

OVERLAND PARK, KS

Past

February 24, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

OVERLAND PARK, KS

Past

September 1, 2010 - February 18, 2015

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

OVERLAND PARK, KS

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

Kansas
(9/18/2023)

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: 11/17/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/20/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/8/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/31/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Ralph Jones

OPPENHEIMER & CO. INC.

IAR

Denver, CO

Robert Blasucci

ECHOTRADE LLC

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Nate M. Geist

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nate Michael Geist's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEWER FINANCIAL ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/17/2015

Series 63

Date: 9/20/2010

SIE

Date: 10/1/2018

Series 7

Date: 6/8/2015

Series 6

Date: 8/31/2010

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

Similar Advisors