Kreat Lewis
Kreat Lewis is a registered investment advisor at Golden State Wealth Management, LLC, based in Grand Junction, CO, with 23 years of industry experience. Kreat operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
2777 Crossroads Blvd, Ste 6, Grand Junction, CO, 81506
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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
Kreat owns multiple real estate rental properties and is a co-owner of K&P Capital Developments, LLC, dedicating minimal time to each. Kreat also works full-time providing investment advisory services through Golden State Wealth Management, LLC and is a non-variable insurance agent for Golden State Insurance Services, LLC, spending a few hours per week on insurance.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations17 states
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