Lewis Peter Sisich

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

• 04/2004 → 10/2020
  Partnervest Advisory Services, Llc
  Spokane, WA
• 10/2020 → Present
  Changepath, Llc
  Leawood, KS
• 04/2011 → Present
  Washington Investment
  Spokane, WA

Previous Registrations

• 2004-04-07 → 2020-11-05
  Partnervest Advisory Services Llc
  Spokane, WA
  Spokane, WA
  Santa Barbara, CA
  Spokane, WA
• 1992-09-09 → 2004-02-26
  Nelson Securities,Inc.
  Spokane, WA

Other Businesses

WASHINGTON INVESTEMENT - DBA, INVESTMENT RELATED; 4107 S. STONINGTON LN, SPOKANE, WA 99223; OWNER; SINCE 04/2011; APX 180 HOURS PER MONTH, SOME OF WHICH ARE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-04
• S63 Uniform Securities Agent State Law Examination
  1984-08-04

Other Names

• Lew Sisich