Creole Wealth Solutions, LLC

Creole Wealth Solutions, LLC (CRD# 305150) is a financial advisory firm headquartered in , . They manage $17,080,000 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $348,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Creole Wealth Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kirk Blaise, financial advisor New Orleans LA
Kirk M. Blaise
CRD#: 2717609
New Orleans, LA

Kirk Blaise (CRD# 2717609) is an Investment Advisor Representative working at Creole Wealth Solutions, LLC in New Orleans, LA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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