A complete list of active advisors currently associated with Creole Wealth Solutions, LLC

Warmer can help you find a great advisor at Creole Wealth Solutions, LLC or one who fits your needs even better.

Creole Wealth Solutions is a small independent registered investment adviser managing about $22.5 million for roughly 25 clients, serving individuals, high‑net‑worth clients, and retirement plan sponsors. The firm offers discretionary asset management, comprehensive financial planning, and ERISA plan services for qualified retirement plans. Investment programs are tailored to documented client goals and risk tolerances and may employ fundamental and cyclical analysis; the firm acts with discretionary trading authority for managed accounts and performs quarterly reviews that include rebalancing and annual tax‑loss harvesting consideration. Creole Wealth also delivers written financial plans (typically within 60 days) and conducts seminars and workshops intended to educate participants and the public. Notably for a solo independent adviser, the firm provides pension consulting and can serve as either a limited‑scope 3(21) advisor or a discretionary 3(38) investment manager for retirement plans, and it maintains an affiliated insurance business that results in commission‑based compensation representing a small portion of the firm’s time and remuneration. The brochure discloses these ancillary activities and describes mitigating policies—fiduciary duties, disclosures, and personal‑trading controls—while allowing clients to impose written investment restrictions.

To learn more about the advisors currently working at Creole Wealth Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Kirk Blaise	New Orleans, LA	29

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