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Nate Michael Geist

Investment Adviser Representative at CREATIVEONE WEALTH, LLC

Overland Park, KSCRD #5823146Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Kansas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/17/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 9/20/2010
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/8/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/31/2010

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Creativeone Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE WEALTH, LLCCurrent
9/18/2023Overland Park, KS
LEWER FINANCIAL ADVISORS, LLC
12/23/201911/30/2023Overland Park, KS
MML INVESTORS SERVICES, LLC
3/25/201712/31/2019Overland Park, KS
MSI FINANCIAL SERVICES, INC.
1/13/20163/25/2017Overland Park, KS

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nate Michael Geist has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Nate Michael Geist - Financial Advisor in Overland Park, KS | AdvisorFinder