Harrison Falteisek
Harrison Falteisek is a CFP-designated registered investment advisor at Creativeone Securities, LLC, based in Hudson, WI, with 10 years of industry experience. Harrison is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 12,485 clients with $2.5B 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 | 2.50% |
Fees vary by program. CreativeOne Wealth Platform charges 0.55% to 2.5% annually. Client Choice charges up to 2.0% annually. Third-party manager programs range from 0.50% to 2.5% total, with CreativeOne Securities receiving 0.50% to 1.50%.
Fee Estimator
Location
1600 Maxwell Drive, Suite 2, Hudson, WI, 54016
Get directionsHistory
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
Harrison is the owner of HSF Financial LLC, where he offers fixed annuities, life insurance, LTC, and disability insurance, dedicating full-time hours to this. He also owns HSF Housing LLC, a rental property business, and works as a Financial Advisor Assistant at Lifetime Wealth Advisors, taking about half of Harrison's time.
Employment History
Current Registrations
Creativeone Securities, LLCBroker
Creativeone Wealth, LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Oneamerica Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 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
More Advisors
- Osni Filho, CFPEversource Wealth Advisors, LLC
- Seth Blum, CFPLeverty Financial Group, LLC
- Gregory Gall, ChFCBrookstone Wealth Advisors, LLC
- Joshua Hawkins, CFP, ChFCLeverty Financial Group, LLC
- Michael Leverty, ChFCLeverty Financial Group, LLC
- Jeremy Lipinski, CFPLifelong Wealth Advisors, INC.