Christopher Lutzel
Christopher Lutzel is a registered investment advisor at Creativeone Securities, LLC, based in Scottsdale, AZ, with 27 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11,317 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Securities (C1S) offers several investment management options:
- CreativeOne Wealth Platform: Fees range from 0.55% to 2.5% annually, based on the value of your investments. The fee is negotiated, so clients receiving similar services may pay different fees.
- Separately Managed Accounts: Fees are a flat annual fee negotiated with your C1S Representative, based on the time and complexity required to manage your account.
- Client Choice Investment Management: Fees are up to 2.00% annually, based on the daily average value of the assets in your account.
A minimum of $25,000 is required for all management programs, except CreativeOne Wealth, LLC Alpha UMA which requires a minimum of $150,000.
Location
9035 East Mountain View Road, Scottsdale, AZ, 85258
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher is on the board of directors and treasurer for the Arizona Elk Society, a not-for-profit organization, spending minimal time. He is also involved with CKL Arizona, LLC, a holding company for commission payments, and is a Notary Public, and an agent conducting sales of fixed, index and life insurance.
Employment History
Current Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sentra Securities CorporationBroker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
H&r Block Financial Advisors, INC.Broker
Charles Schwab & CO., INC.Broker
Wells Fargo Investments, LLCBroker
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.