• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
NATE MICHAEL GEIST
CRD#: 5823146
IA
Investment Adviser
B
Previous Broker
CREATIVEONE WEALTH, LLCCRD#: 281213 7400 W. 130TH STREET
SUITE 130
OVERLAND PARK, KS 66213
Registration History
2010201220142016201820202022202420262 FIRMS2017 - 2019 (2 years)IACREATIVEONE WEALTH, LLC (CRD# 281213)2023 - Present (1 year)BMSI FINANCIAL SERVICES, INC. (CRD# 14251)2015 - 2017 (2 years)BFIRST INVESTORS CORPORATION (CRD# 305)2010 - 2015 (4 years)IALEWER FINANCIAL ADVISORS, LLC (CRD# 165381)2019 - 2023 (3 years)IAMSI FINANCIAL SERVICES, INC. (CRD# 14251)2016 - 2017 (1 year)
License(s)

State Registrations

IA
Kansas 9/18/2023

Current Registration(s)
IA
CREATIVEONE WEALTH, LLC (CRD#:281213)
7400 W. 130TH STREET SUITE 130, OVERLAND PARK, KS 66213
Registered with this firm since 9/18/2023

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
12/23/2019 - 11/30/2023 LEWER FINANCIAL ADVISORS, LLC (CRD#:165381) OVERLAND PARK, KS
IA
03/25/2017 - 12/31/2019 MML INVESTORS SERVICES, LLC (CRD#:10409) Overland Park, KS
B
03/25/2017 - 12/31/2019 MML INVESTORS SERVICES, LLC (CRD#:10409) Overland Park, KS
IA
01/13/2016 - 03/25/2017 MSI FINANCIAL SERVICES, INC. (CRD#:14251) OVERLAND PARK, KS
B
02/24/2015 - 03/25/2017 MSI FINANCIAL SERVICES, INC. (CRD#:14251) OVERLAND PARK, KS
B
09/01/2010 - 02/18/2015 FIRST INVESTORS CORPORATION (CRD#:305) OVERLAND PARK, KS
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.