Kreat Lewis, financial advisor Grand Junction CO

Kreat Lewis

CRD Number: 4618636
Current Firm: Golden State Wealth Management, LLC

Kreat Lewis (CRD# 4618636) is an Investment Advisor Representative working at Golden State Wealth Management, LLC in Grand Junction, CO and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Golden State Wealth Management, LLC South Coast Metro, CA Nov 2022 - Current 1
Lpl Financial LLC Grand Junction, CO Nov 2022 - Current 1
Edward Jones St. Louis, MO Dec 2002 - Nov 2022 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Kreat A. Lewis
Phone Number: 866.273.1563
Registered State(s):
  • CO
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    1,691
    MILLIONS
  • Total Number of Accounts
    6,184
    ACCOUNTS
  • Average Account Value
    $273,403
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IN, LA, MI, MT, NE, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, WA

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