David Dickens (CRD# 1454442) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Overland Park, KS and has over 37 years of experience in the finance industry.
CRD# 6202919
Equitable Advisors, LLC
CRD# 2279746
Copper Financial
CRD# 6844537
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Changepath, LLC | Leawood, KS | Oct 2021 - Current | 2 |
| Kc Financial Advisors | Overland Park, KS | Mar 2016 - Current | 8 |
| Brookstone Capital Management | Naperville, IL | Apr 2010 - Oct 2021 | 11 |
| Watchtower Financial Solutions, Inc. | Overland Park, KS | Nov 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1991 |
- KS
- TX
-
Total Assets Under Management3,430MILLIONS
-
Total Number of Accounts21,910ACCOUNTS
-
Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.