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
Transamerica Financial Advisors
1999 - 2010 • 11 years
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 20 years of experience in the financial services industry. He is currently with Pecaut Wealth Management, where he has worked since 2021. His previous experience includes roles at Morgan Stanley and several wealth management firms. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored financial planning, discretionary portfolio management, and investment consulting. The firm follows a long-term, value-oriented investment approach, utilizing fundamental analysis and proprietary economic indicators to manage portfolio risk and asset allocation.
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 designation with 10 years of industry experience. He has been with Pecaut & Co. since 2016. Pecaut Wealth Management serves individuals, trusts, charitable organizations, corporations, and retirement plans by providing tailored 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 manage asset allocation and portfolio risk.
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 at RDA Financial Network with 11 years of industry experience and holds a Series 66 designation. He has been associated with RDA Financial Network since 2017 and previously worked with United Planners Financial Services. Outside of his advisory role, Giles is involved in property management and real estate through ownership interests in multiple entities. RDA Financial Network serves both individual and institutional clients, offering investment management, financial planning, and retirement-plan advisory services. The firm utilizes a combination of discretionary portfolio management, third-party sub-advisors, and proprietary strategies overseen by a Wealth Management Committee.
CFP®, Series 66
Sioux City, IA
WealthPLAN Partners
Dana Baldridge is a Certified Financial Planner® with eight years of industry experience. He currently serves as a wealth manager at WealthPLAN Partners and has worked previously with Securities America Advisors and Edward Jones. His background includes roles in financial planning, investment advice, and insurance product sales related to financial planning. WealthPLAN Partners provides investment management, financial planning, and retirement-plan consulting to both individual and institutional clients. The firm employs a strategy diversification approach, combining mutual funds, ETFs, individual securities, and alternative strategies to tailor portfolios according to client objectives and risk tolerance.
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