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Michael David Kresh

CREATIVE WEALTH MANAGEMENT, LLC·ISLANDIA, New York
SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65CFPClean record6 years registeredCREATIVE WEALTH MANAGEMENT, LLC
1377 MOTOR PARKWAY, ISLANDIA, NY 11749CRD# 1335766Firm CRD# 119273

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael David Kresh · ISLANDIA, NY
Registration
CRD #1335766 · CREATIVE WEALTH MANAGEMENT, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

COMMONWEALTH FINANCIAL NETWORK
Jun 2021 – present
COMMONWEALTH FINANCIAL NETWORK
Jan 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · January 2, 2020
Years registered · 6
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CREATIVE WEALTH MANAGEMENT, LLC
CRD 119273 · SEC 801-61513
AUM
$62M
Regulatory assets under management
Employees
2
72 client accounts
Services offered by CREATIVE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CREATIVE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Michael David Kresh offer?
Michael David Kresh specializes in Financial Planning, Investment Management. Contact their office in ISLANDIA, New York for a consultation.
What are Michael David Kresh's credentials?
Michael David Kresh holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Michael David Kresh located?
Michael David Kresh is based in ISLANDIA, New York, working with CREATIVE WEALTH MANAGEMENT, LLC. Their office serves clients in the ISLANDIA metropolitan area and surrounding communities.
How does Michael David Kresh charge for services?
Michael David Kresh's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CREATIVE WEALTH MANAGEMENT, LLC?
CREATIVE WEALTH MANAGEMENT, LLC has approximately 2 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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