David
Zofness

Creativeone Securities, LLC

CRD#1443726
Investment Advisor
in Saint Louis, MO

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About this Advisor

David Zofness is a financial advisor based in Saint Louis, Missouri, working with Creativeone Securities, LLC. David has previously held positions at Edwin R. Cohen & Associates, Lp, Ameritas Investment Corp, and Client One Securities, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, David is part of Creativeone Securities, LLC, which operates out of Saint Louis, Missouri. The firm has 125 offices and 186 employees. The firm manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Creativeone Securities, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1338 Strassner Drive
Saint Louis, MO 63144

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Creativeone Securities, LLC Brokerage Details

Total Assets Under Management

$1,718,842,253

MO Average: $2,243,162,756
Total Number of Employees

186

MO Average: 44
Total Number of Accounts

22,082

MO Average: 4,091
Average Account Size

$77,839

MO Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

David Zofness Work History

2017 - Present (8 years)

Client One Securities, LLC

1983 - Present (42 years)

Edwin R. Cohen & Associates, Lp

1999 - 2016 (17 years)

Ameritas Investment Corp

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of David Zofness 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 Securities, LLC

Richard Robinson
New Carlisle, IN
Michael Mannone
Leawood, KS
Chad Lewis
Camdenton, MO
Bryan Woodell
Leawood, KS
Adam Carpenter
West Des Moines, IA
Jamie Wilbers
Leawood, KS
Julia Ravensberg
Leawood, KS
Dennis Mattern
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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