Advisor at Creative Investment Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Creative Investment Group
Location
Nashville, TN 37215
Credentials
Series 63, Series 65, Series 66
Industry experience
5 years
William Keegan III is a financial advisor at Creative Investment Group with five years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Pacer Financial, Columbia Management Investment Advisors, and Fidelity Investments. Creative Investment Group is a SEC-registered advisory firm serving individual clients, including high-net-worth households, as well as institutional clients such as family offices and trusts. The firm offers portfolio management and financial planning services using a broad investable universe and employs both fundamental and technical analysis with a generally long-term orientation.
Based on Creative Investment Group
Based on Creative Investment Group
Fixed fees for financial planning and consulting services, up to $100,000 depending on complexity
$0+: Up to 1.50% annually for investment management services $0+: Up to 0.75% annually for retirement plan advisory clients
Commission-based compensation earned by advisory persons licensed as insurance professionals for selling insurance products, separate from advisory fees
Minimum fee: $150 annual account administration fee, which may be waived at discretion Fee-only: Fixed fee up to $100,000 for financial planning services depending on complexity; fees can be charged in installments or full upon delivery
30 Burton Hills, Suite 550
Nashville, TN 37215
Tennessee
Creative Investment Group, LLC
2025 - Present (1 year)
Pacer Financial, Inc.
2023 - 2025 (2 years)
Columbia Management Investment Distributors, Inc.
2021 - 2023 (2 years)
Columbia Management Investment Advisors
2021 - 2023 (2 years)
Fidelity Investments
2020 - 2021 (1 year)
Graduate Student at Merrimack College
2019 - 2020 (1 year)
Intern at Fidelity Investments
2019 - 2019 (1 year)
Student at Merrimack College
2019 - 2019 (1 year)
Merrimack College Financial Capability Center
2018 - 2018 (1 year)
Town of Mansfield
2018 - 2018 (1 year)
Student at Merrimack College
2018 - 2018 (1 year)
Chris Gasbarro's Wine & Spirits
2017 - 2018 (1 year)
Student at Merrimack College
2017 - 2017 (1 year)
Chris Gasbarro's Wine & Spirits
2017 - 2017 (1 year)
Student at Merrimack College
2016 - 2017 (1 year)
Cunha Trucking & Moving Co Inc
2016 - 2016 (1 year)
Student at Patrick Henry Community College
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nashville, TN
Center Hill Wealth, LLC
Series 66
Franklin, TN
Joel Busboom Financial, LLC
Series 66
Nashville, TN
Boulevard Money
CFP®, Series 66
Nashville, TN
Dirigo Private Wealth
CFP®, Series 63, Series 65
Franklin, TN
Quantitative Solutions, LLC
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
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