Nate Michael Geist
Investment adviser representative at Creativeone Wealth, LLC
11 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Creativeone Wealth, LLCSep 2023 to now
- ChangepathSep 2023 to now
- Lewer Financial Advisors, LLCDec 2019 to Sep 2023
- MML Investors Services, LLCMar 2017 to Dec 2019
- Msi Financial Services, Inc.Feb 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (KS).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5823146
- Firm CRD
- 281213