Lisa Marie Hugunin
Investment adviser representative at Creativeone Securities, LLC
12 yearsExperience
1 stateRegistered in
$2.5BFirm assets
13 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Creativeone Securities, LLCSep 2024 to now
- Creative Wealth KcOct 2014 to now
- Voya Financial AdvisorsSep 2014 to Sep 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
Creativeone Securities, LLC
$2.5BAssets managed
12,485Clients
124Advisers
13 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
- 6054244
- Firm CRD
- 152974