Chad Mcmullin
Chad Mcmullin is a ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in Mt. Pleasant, IA, with 19 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.
Fee Estimator
Location
114 East Monroe St, Suite 113, Mt. Pleasant, IA, 52641
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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
Chad owns and manages a professional office building, dedicating a few hours per week. He also works as an agent for Fortress Wealth Management, selling insurance and annuity products about a quarter of his time, and is president of McMullin Insurance Agency, Inc., spending minimal time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Brokers Financial
Brokers International Financial Services, LLC.Broker
Fbl Marketing Services, LLCBroker
State Farm Vp Management CORP.Broker
State Registrations1 state
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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