Cassandra Carol Camerer

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 05/2014 → Present
  Camerer & Company, Inc.
  Spokane, WA
• 03/2017 → 06/2019
  Ten Capital Wealth Advisors, Llc
  Spokane, WA
• 07/2019 → Present
  Changepath, Llc
  Leawood, KS

Previous Registrations

• 2017-03-13 → 2020-03-02
  Ten Capital Wealth Advisors, Llc
  Spokane, WA
• 2017-02-15 → 2017-03-13
  Creativeone Securities, Llc
  Spokane, WA
  Overland Park, KS

Other Businesses

AMWAY (INDEPENDENT BUSINESS OWNER); NOT INVESTMENT RELATED; SPOKANE, WA 99218; CO-OWNER; SALES OF AMWAY PRODUCTS (HEALTH, BEAUTY, HOME CARE, ETC) AND BOOKKEEPING; SINCE 10/2013; 5-10 HOURS PER MONTH, NONE OF WHICH ARE DURING TRADING HOURS. CAMERER & COMPANY, INC.; INVESTMENT RELATED; 104 S FREYA, GREEN BUILDING, SUITE 311A, SPOKANE, WA 99202; PRESIDENT AND INSURANCE AGENT; INSURANCE SALES; SINCE 2014; APX 100 HOURS PER MONTH, 50 OF WHICH ARE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-03

Other Names

• Cassie Kincaid
• Cassie Camerer
• Cassandra Kincaid