Christine Mary Truttmann

Employer firm

Creativeone Securities, LLC CRD 152974

$2.54B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2001 → 06/2020
  Biltmore Investment Management, Llc
  Green Bay, WI

Previous Registrations

• 2002-10-18 → 2020-07-27
  Biltmore Investment Management, Llc
  Green Bay, WI
• 2002-10-18 → 2008-08-26
  Biltmore Investment Management, Llc
  Green Bay, WI

Other Businesses

1. Viridiam, LLC; 3030 Lowell Drive, Green Bay, WI 54311; Payroll & HR for Printing Company; 160 hours/month 2. Bellue & Associates, Inc; 1039 W. Mason Street, Suite 120, Green Bay, WI 54303; Registered Assistant; Financial Management; 80 hours/month 3. Green Bay Estate Planning Forum; Non-profit group of estate planning professionals; Treasurer; 1 hour/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-26
• S63 Uniform Securities Agent State Law Examination
  1998-06-02

Other Names

• Tina Truttmann
• Christine Mary Howlett