Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dickens is a financial advisor with over 20 years of experience in the financial services industry. David is a Chartered Financial Analyst. David is currently registered with Creativeone Wealth, LLC and is also an owner and president of KC Financial Advisors, Inc. Prior to joining Creativeone Wealth, David worked for CU Investment Solutions, Inc., XCU Capital Corporation, Inc., Corporate Network Brokerage Services, Inc., and Mark Twain Brokerage Services, Inc.. David is committed to helping his clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
10/15/2021 - Present
Creativeone Wealth, LLC (Overland Park KS)
KS
02/20/1998 - 02/10/2009
CU INVESTMENT SOLUTIONS, INC. (LENEXA KS)
NC
06/24/1997 - 01/22/1998
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
KS
09/06/1990 - 06/28/1995
CORPORATE NETWORK BROKERAGE SERVICES, INC. (OVERLAND PARK KS)
NA
07/14/1986 - 09/14/1988
MARK TWAIN BROKERAGE SERVICES, INC.
IA
Issued 07/25/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Dickens is the right advisor for you? Invested Better is here to help.
