Creative Wealth Strategies, Inc is a large advisory firm based in Champlin. It manages $34 million of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Minnesota, Nevada, and Wisconsin.
Creative Wealth Strategies provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Creative Wealth Strategies, Inc is $34 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Creative Wealth Strategies, Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Creative Wealth Strategies, Inc performs its advisory services is located at 11132 Commerce Lane North, Champlin, MN 55316, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 763-576-0501 or by fax 763-576-0520. The normal business hours are 8:30-5:30 cdt on Monday - Friday.