UBS Financial Services
47yrs
Top 1% by experience in Nashville
2yrs
Alex Bars
Financial advisor at Creative Investment Group
Alex Bars has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Nashville, Tennessee. After a year at LPL Financial, Alex joined Creative Investment Group in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Creative Investment Group reports being paid through a percentage of assets and flat fees.
One of 1133 advisors with offices in Nashville, and one of 1029 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office30 Burton Hills Suite 550, Nashville, TN 37215
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.45 million
Advisors at the firm6
States licensed ?1 state
Services through Creative Investment Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Feb 2025 – nowCreative Investment GroupCurrent firm
- Jun 2024 – May 2025LPL Financial LLCPreviously
Contact Alex
(615) 949-9629Creative Investment Group main office 30 Burton Hills Suite 550Nashville, TN 37215Office · Get directions Firm websitewww.creativeinvests.com
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Questions to ask Alex
Tailored to Alex’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alex
How do I contact Alex?
Call Creative Investment Group at (615) 949-9629 and ask for Alex Bars. Alex works from the Nashville, TN office.
How long has Alex been a financial advisor?
Alex has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Alex hold?
Series 66. Tap any license on this page to see what it allows.
Is Alex a fiduciary?
Alex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alex paid?
Creative Investment Group reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Alex for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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