Chad Cosens (CRD# 6035230) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Fort Scott, KS and has over 12 years of experience in the finance industry.
CRD# 4409277
Edward Jones
CRD# 6369751
Cwm, LLC
CRD# 851329
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth, LLC | Overland Park, KS | May 2022 - Current | 1 |
| 1842 Wealth Management, LLC | Fort Scott, KS | Apr 2022 - Current | 2 |
| Cosens Aviation | Fort Scott, KS | Jan 2018 - Current | 6 |
| Hbw Advisory Services LLC | Simi Valley, CA | Aug 2012 - May 2022 | 9 |
| Compass Financial Advisors | Fort Scott, KS | Jan 2013 - Apr 2022 | 9 |
| Chad Cosens | Fort Scott, KS | Jul 2012 - Jan 2018 | 5 |
| Hairbow Center | Fort Scott, KS | Jul 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- KS
- TX
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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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