William Keegan
Creative Investment Group · Nashville, Tennessee
William Keegan is a fee-only financial advisor at Creative Investment Group in Nashville, Tennessee. Creative Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Creative Investment Group |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $209.0M across 386 accounts |
| SEC registration | Investment adviser representative in TN · CRD 6931245 |
| Exams passed | Series 63 (2020) · Series 65 (2025) · Series 66 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.creativeinvests.com |
How William's firm compares
- Creative Investment Group's average account is about $542,000, from its Form ADV (assets managed divided by 386 accounts).
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Questions about William
Is William Keegan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Creative Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Creative Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Keegan based?
William Keegan is based in Nashville, Tennessee.
Is William Keegan registered with the SEC?
Yes. William Keegan is registered as an investment adviser representative in TN (CRD 6931245), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Creative Investment Group manage?
Creative Investment Group reports $209.0M across 386 accounts in assets under management.
How do I contact William Keegan?
Through William's website, www.creativeinvests.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Creative Investment Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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