Chad Leroy Cosens
Investment adviser representative at Creativeone Wealth, LLC
14 yearsExperience
2 statesRegistered 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
14 years in the industry.
- Creativeone Wealth, LLCMay 2022 to now
- 1842 Wealth Management, LLCApr 2022 to now
- Cosens AviationJan 2018 to now
- Compass Financial AdvisorsJan 2013 to Apr 2022
- Hbw Advisory Services LLCAug 2012 to May 2022
- Chad CosensJul 2012 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
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
- 6035230
- Firm CRD
- 281213