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Christen Tschudin

17 Years of Experience
Overland Park, KS

Christen Tschudin is a registered investment advisor at Creativeone Wealth, LLC, based in Overland Park, KS, with 17 years of industry experience. Christen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
216 advisors
Number of Clients
18,725 clients
Average Client Portfolio
$258K average
Assets Under Management
$4.8B

Fee Structure

CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.

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Location

6330 Sprint Pkwy, Suite 400, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christen coordinates and facilitates events for Z Up LLC, where newlyweds sell used items to engaged couples. This activity takes about 10-20% of her time and is not investment-related.

Employment History
Current Registrations
Creativeone Wealth, LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Strategic Advisers, INC.
August 2015 - November 2017 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
January 2011 - November 2017 · 6 yrs 10 mos
LPL Financial CorporationBroker
February 2010 - December 2010 · 10 mos
Janus Distributors LLCBroker
August 2006 - October 2008 · 2 yrs 2 mos
State Registrations1 state
NE
Advisor

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.