Business Description

Creative Capital Wealth Management Group is a comprehensive fee based wealth management firm committed to helping you work toward your long-term financial plans. Our customized programs are designed to help you acquire, preserve, and transfer your wealth by delivering a world-class level of personalized service and experience.

We believe investors with $250,000 should have access to institutional strategies and platforms typically reserved for much higher amounts. Our Retirement Income Management (RIM) program helps to provide you the reassurance that you can truly afford retirement (or what changes you may need to help make it happen). In addition, we believe you should not be treated “like a number” at the firm you choose.

Our firm has agreements with hand-picked individuals in various fields to help us provide the most professional team approach possible. Whether it is through our in-house staff of financial advisors, our on-site attorney, or our affiliations with CPAs of various specialties, our goal is to help you build a comfortable and complete picture of your financial future.

General Information

Gender:

Male

CRD#:

4401049

Name of Broker/Dealer:

Mutual Service Corporation

States Licensed in:

PA, DE, FL, MD, NJ, TX

Years of Experience in Financial Services:

Number of Years with Current Firm:

Work Experience:

President at Creative Capital Wealth Management Group
Stock broker at Edward Jones: September 2001-August 2003

I work with the following types of clients:

Businesses, Individual Investors, NFL Professionals, Non-Profit Organizations

Education

Academic Background

MBA - University of Phoenix
BS, Business Administration - West Chester University. Graduated Summa Cum Laude.

Services

Investment Types:

Private Placements, Mutual Funds, Bonds, Stocks, Annuities, Commodities, Options & Futures, Alternative Investments, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Securities Licenses:

Series 7, Series 6, Series 24, Series 63

Insurance and Annuity Licenses:

Disability, Variable Annuity, Long Term Care, Variable Life, Life, Annuity, Health, HMO

Financial Organization Memberships:

Financial Services Institute

Non-Financial Organization Memberships:

Current Vice President of Phoenixville Regional Chamber of Commerce

Former President/ board member of Kiwanis Club of Phoenixville

Former Vice-President of Phoenixville Area Senior Center

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Compliance

Registered Representative:

Yes

Investment Advisor Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets, Hourly, Flat Fee, Commissions

Additional Details on Charges:

Asset and program specific, lower than industry average

Prepared By:

Frederick Hubler Jr.

Most Recent Update:

07/07/2008