Wayne Creeden, financial advisor Dover DE
96 score

Wayne Creeden

CRD Number: 5402864
Current Firm: Bankers Life Advisory Services, Inc.

Wayne Creeden (CRD# 5402864) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Dover, DE and has over 10 years of experience in the finance industry. Wayne Creeden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Bankers Life Securities, Inc. Dover, DE May 2016 - Current 1
Proequities, Inc. Dover, DE May 2010 - Current 7
Bankers Life And Casualty Company Dover, DE Jul 2006 - Current 11
Bayard House Restaurant Chesapeake City, MD Feb 1997 - Feb 2014 17
Uvest Financial Services Group, Inc. Charlotte, NC Aug 2007 - May 2010 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for Wayne S. Creeden
Phone Number: (312) 396-7654
Registered State(s):
  • DE
By the Numbers
  • Total Assets Under Management
    111
    MILLIONS
  • Total Number of Accounts
    1,038
    ACCOUNTS
  • Average Account Value
    $106,936
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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