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Dave Alan Buchanan

Creativeone Wealth, LLC

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About Dave Alan Buchanan

Dave Alan Buchanan is an Investment Advisor Representative with Creativeone Wealth, LLC. Dave Buchanan has been in the industry for over 25 years. Dave Buchanan has held previous roles with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dave Buchanan is also licensed as an insurance agent. Dave Buchanan specializes in providing financial planning, portfolio management for individuals and investment companies, as well as educational seminars.

Firm Information

Dave Buchanan is currently registered with Creativeone Wealth, LLC. Creativeone Wealth, LLC is an independent registered investment advisor (RIA) based in Overland Park, Kansas. The firm provides financial planning, portfolio management, and sub-adviser services to individuals, families, corporations, and other entities. Creativeone Wealth, LLC manages over $3.4 billion in assets for a client base of over 21,000. They also conduct educational seminars and publish periodicals.
Creativeone Wealth, LLC

6330 SPRINT PKWY

OVERLAND PARK, KS 66211

$3.43B

Assets Under Management

30

Total Clients

188

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sub adviser services

Sub adviser services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Sub-adviser fees/solicitor fees

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Dave Buchanan’s Registration & Firm History

KS

05/14/2020 - Present

Creativeone Wealth, LLC (OVERLAND PARK KS)

NY

09/04/1996 - 09/11/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/23/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dave Alan Buchanan.
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