Kevin Obrien
Kevin Obrien is a registered investment advisor at Creative Financial Strategies, INC., based in Littleton, NH, with 46 years of industry experience. Kevin 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, Investment Management, and 2 more. Their firm serves 21 clients with $8.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 1.15% |
Fees are negotiable for amounts over $2,000,001. If Creative Financial Strategies directs you to GeoWealth Management LLC, the total annual fee is the same, but Creative Financial Strategies receives 1.15% and GeoWealth receives 0.15% on the first $999,999. For amounts between $1,000,000 and $2,000,000, Creative Financial Strategies receives 1.00% and GeoWealth receives 0.15%.
Fee Estimator
Location
101 Cottage Street, Littleton, NH, 03561
Get directionsHistory
Regulatory History (2)
Regulatory
February 1997Regulatory
December 1996Other Business ActivitiesSells Insurance
Kevin is the president and owner of Creative Financial Strategies, Inc., a life and health insurance agency and registered investment advisory firm, dedicating a significant amount of time to it. He also owns and manages commercial real estate, operates an insurance brokerage, manages a real estate holding company, serves as co-trustee for a trust, and is the treasurer/board member for a telecom company.
Employment History
Current Registrations
Creative Financial Strategies, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Creative Financial Strategies, INC.
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Chubb Securities CorporationBroker
Pml Securities CompanyBroker
Phoenix Equity Planning CorporationBroker
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.