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S. Creekbaum

29 Years of Experience
Homewood, AL
1 DisclosureBroker

S. Creekbaum is a registered investment advisor at Wells Fargo Advisors, based in Homewood, AL, with 29 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

600 University Park Place, Suite 130 & 175, Homewood, AL, 35209

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History

Regulatory History (1)
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Employment Separation After Allegations
April 2015
Other 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
May 2015 - Present · 11 yrs 4 mos
Wells Fargo Advisors
May 2015 - Present · 11 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
November 2008 - May 2015 · 6 yrs 6 mos
UBS Financial Services INC.Broker
November 2008 - May 2015 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1997 - December 2008 · 11 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1996 - December 2008 · 12 yrs 5 mos
State Registrations18 states
ALARCAFLGAINLAMNMSNCNYORPASCSDTNTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
S. Creekbaum - Financial Advisor | TrueAdvisor