Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63
Experience Industry experience
42 years
Location
Sioux City, IA 51106
CreativeOne Securities, LLC
Multi-team
Michael Nash is a financial advisor with CreativeOne Securities, LLC, holding the ChFC® designation and a Series 63 license, with 42 years of industry experience. He has worked at Client One Securities, LLC since 2018 and Brokers International Financial Services LLC from 2010 to 2017, while maintaining his own firm, M G Nash Financial Solutions Inc., since 2000 where he serves as president. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm provides financial planning, consulting, portfolio management, and retirement-plan fiduciary services, utilizing both fundamental and cyclical security analysis alongside model asset allocations within its CreativeOne Wealth platform.
Based on CreativeOne Securities, LLC
Based on CreativeOne Securities, LLC
Consulting and Financial Planning fixed fees from $300 to $10,000 depending on complexity and scope.
$0 - $19,999: $25,000 - $149,999: varies by program and negotiation $150,000+: for CreativeOne Wealth, LLC Alpha UMA minimum $0+: Retirement Plan Services: 1.8% to 2.0% for Section 3(21) services; 1.5% to 3% for Section 3(38) services; fees negotiable $0+: CreativeOne Wealth, LLC Platform Fees: 0.55% to 2.5% annually; negotiated $0+: Client Choice Investment Management fees: up to 2.0% annually, negotiable
C1S and its Representatives are also licensed as brokers and insurance agents and receive commissions for sale of securities and insurance products.
Consulting and Financial Planning hourly rates from $100 to $250 per hour, negotiable.
Consulting Services ongoing monthly retainer fees from $50 to $100 per month.
Account minimum: $25,000 for all management programs except $150,000 for CreativeOne Wealth, LLC Alpha UMA Minimum fee: $300 minimum fee for Consulting and Financial Planning services Fee-only: Consulting and Financial Planning services charged on fixed-fee, hourly rate ($100-$250/hour), or monthly retainer ($50-$100 per month). Fees negotiable.
Sioux City, IA
3214 Singing Hills Blvd
Sioux City IA 51106
Advisors at this office
1
Iowa · Nebraska
42 years of industry experience
Client One Securities, LLC
2018 - Present • 8 years
Leawood, KS
Brokers International Financial Services Llc
2010 - 2017 • 7 years
Panora, IA
M G Nash Financial Solutions Inc
2000 - Present • 26 years
Sioux City, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Sioux City, IA
Pecaut Wealth Management
Daniel Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, with 27 years of industry experience. He holds a Series 63 designation and has been with Pecaut & Co. since 1979, continuing through its transition to Pecaut Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to tailor and adjust client portfolios.
CFA®, Series 63, Series 65
Sioux City, IA
Pecaut Wealth Management
Michael Gallagher is a CFA® charterholder with 19 years of industry experience. He is currently with Pecaut Wealth Management, where he has worked since 2021. His prior experience includes roles at TPG Financial Advisors, The Partners Group, and Geneos Wealth Management. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans with customized financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary system of economic indicators to guide portfolio adjustments.
Series 65
Sioux City, IA
Pecaut Wealth Management
John Pecaut is a financial advisor at Pecaut Wealth Management in Sioux City, IA, holding a Series 65 license with nine years of industry experience. He has worked at Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing financial planning, discretionary portfolio management, and investment consulting. The firm employs a long-term, value-oriented investment approach combined with a proprietary economic indicator system to tailor and adjust client portfolios based on goals, risk tolerance, and tax considerations.
Series 65
Dakota Dunes, SD
Blue Line Capital
Jason Cohrs is a financial advisor at Blue Line Capital with a Series 65 designation and one year of industry experience. He has been a self-employed commodity trader since 2010, currently operating under Blue Line Futures in Dakota Dunes, SD. Blue Line Capital is a registered investment adviser serving individuals, including high-net-worth clients, as well as institutional and tax-exempt entities. The firm combines fundamental and technical analysis with value and growth strategies, incorporating strategic and tactical asset allocation along with selective use of options and futures.
Series 66
Sioux City, IA
RDA Financial network
Gregory Giles is a financial advisor with RDA Financial Network based in Sioux City, IA, holding a Series 66 designation and bringing 11 years of industry experience. His work history includes roles at United Planners Financial Services and Legacy Financial, LLC. Outside of advising, he is involved in real estate, holding ownership interests in several real estate entities and rental properties. RDA Financial Network serves individual and institutional clients, offering a range of investment management, financial planning, and retirement-plan advisory services. The firm employs a combination of discretionary management, third-party sub-advisors, and proprietary strategies under the oversight of a Wealth Management Committee.
CFP®, Series 66
Sioux City, IA
WealthPlan Partners
Dana Baldridge is a CFP® professional with eight years of experience in financial planning and wealth management. He is currently a wealth manager at WealthPlan Partners in Sioux City, IA, and has previously worked with EFS Group and Securities America Advisors. WealthPlan Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients. The firm employs a Strategy Diversification approach, utilizing mutual funds, ETFs, individual securities, and alternative strategies, managing most client accounts on a discretionary basis with ongoing monitoring and periodic rebalancing.
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