Dave
Buchanan
Creativeone Wealth, LLC
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About this Advisor
Dave Buchanan is a financial advisor based in Leawood, Kansas with 5 years of relevant experience. Buchanan is on the advisory team at Creativeone Wealth, LLC. Over the course of their career, Buchanan has held roles at Gradient Advisors, LLC, Retirement & Wealth Solutions Of Nebraska, Change Path LLC, Trinity Financial Group and Conservative Investment Specialists, Inc. Buchanan maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Nebraska and Texas. Creativeone Wealth, LLC is a financial advisory firm that has its headquarters in Leawood, KS. It has offices in 108 locations and a total of 169 people on staff. It controls $3 billion in total assets across its 19,806 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 14 charities and foundations. Of its 19,806 accounts, just 7% are associated with high-net-worth clients who have at least $1 million in assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advice vary depending on which services are provided. Fee types charged by Creativeone Wealth, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Creativeone Wealth, LLC Brokerage Details
$2,879,545,390
169
19,806
$145,388
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Dave Buchanan Work History
Dave has been registered as a financial advisor for 5 years.*
Trinity Financial Group
Change Path LLC
Conservative Investment Specialists, Inc
Gradient Advisors, LLC
Retirement & Wealth Solutions Of Nebraska
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dave Buchanan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Creativeone Wealth, LLC
Leawood, KS
Leawood, KS
Leawood, KS
Scappoose, OR
Las Vegas, NV
Bella Vista, AR
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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