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Csi Wealth Management CRD 328963
$12.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20 East Foothill Blvd., Suite 100, Arcadia, CA 91006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
Branch Locations
20 East Foothill Blvd., Suite 100, Arcadia, CA 91006 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Creativeone Wealth, Llc | Overland Park | KS | 04/2018 | 12/2022 |
| Csi Wealth Management | Arcadia | CA | 07/2024 | Present |
| California Senior Information | Arcadia | CA | 11/2002 | Present |
PRESIDENT OF CSI CALIFORNIA SENIOR INFORMATION, INC. CSI WAS FOUNDED NOV. 2002. CSI PROVIDES EDUCATIONAL INFORMATION AND RESOURCES TO RETIREES AND SENIORS. I SPEND 2 A WEEK ON TASKS FOR CSI. ADDITIONALLY, I HAVE A CALIFORNIA LIFE & DISABILITY LICENSE #0665327. I HELP CLIENTS WITH LIFE INSURANCE, DEFERRED ANNUITIES, IMMEDIATE ANNUITIES AND LONG TERM CARE INSURANCE. I AM CERTIFIED FOR LTC INSURANCE CSI ALSO PROVIDES MEDI-CAL LTC PLANNING SERVICES AND FORMS COMPLETION. I SPEND 20-30 HRS EACH WEEK DOING NON-SECURITY RELATED INSURANCE BASED SELLING. CSI IS LOCATED AT: 20 E. FOOTHILL BLVD. #100 ARCADIA, CA 91006
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-07 |
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