S. Creekbaum
S. Creekbaum is a registered investment advisor at Wells Fargo Advisors, based in Birmingham, AL, with 30 years of industry experience. S. is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
198 Narrows Dr Ste 102, [Satellite], Birmingham, AL, 35242
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2015Other Business Activities
S. is the 100% owner of The Chase TV Show since 2010, spending about 10-20% of their time filming and managing the show's finances. S. also owns TLG Chase LLC, set up for the same TV show, and Creekbaum Group LLC, a financial practice, dedicating nearly full-time hours to the latter.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations18 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.
Exams
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