Jack Kilibarda (CRD# 7734293) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Chippewa Falls, WI and has 1 year of experience in the finance industry.
CRD# 1177018
Mckinley Money, LLC
CRD# 6867949
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6621851
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Creativeone Wealth, LLC | Overland Park, KS | May 2023 - Current | 1 |
Benefit Resource Partners | Chippewa Falls, WI | Dec 2020 - Current | 3 |
University Of St Thomas | St. Paul, MN | Aug 2018 - Dec 2021 | 3 |
Maryville University | St. Louis, MO | Aug 2017 - May 2018 | < 1 |
Chanhassen High School | Chanhassen, MN | Aug 2013 - Jun 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- WI
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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