Paul Kitzrow (CRD# 5090466) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry.
CRD# 2030049
Stewardship Trust Advisors
CRD# 6285341
Raymond James & Associates, Inc.
CRD# 4005596
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pk Capital Management Ii | Grand Rapids, MI | Jul 2022 - Current | 1 |
| Creativeone Wealth, Llc (fka Change Path Llc) | Leawood, KS | Oct 2018 - Current | 5 |
| Pk Capital Advisors | Grand Rapids, MI | Aug 2018 - Current | 5 |
| Pk Capital Management | Grand Rapids, MI | Aug 2018 - Current | 5 |
| Lyons Kitzrow Wealth Management | Grand Rapids, MI | Jun 2017 - Oct 2018 | 1 |
| Gf Investment Services, LLC | Sarasota, FL | Jun 2014 - Oct 2018 | 4 |
| Global Financial Private Capital, LLC | Sarasota, FL | Jun 2014 - Oct 2018 | 4 |
| Lyons Kitzrow Capital Group | Grand Rapids, MI | Jan 2010 - Jun 2017 | 7 |
| Lpl Financial | Grand Rapids, MI | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- MI
-
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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