Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Selden is a financial advisor with over 30 years of experience in the financial services industry. David currently works with Creativeone Wealth, LLC, a firm that manages over $3.4 billion in assets. Prior to joining Creativeone Wealth, David has experience with numerous other firms including Dean Witter Reynolds Inc., Kirkpatrick, Pettis, Smith, Polian Inc., A. G. Edwards & Sons, Inc., Smith Barney, Harris Upham & Co., Incorporated and John Hancock Distributors, Inc.. David provides a variety of financial advisory services including financial planning, investment management, educational seminars, selection of other advisers and sub-adviser services. David is a registered Investment Adviser Representative in the state of Colorado. David also provides marketing insurance services through Mountain West Retirement, LLC in Parker, Colorado.
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
01/02/2025 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
NA
08/04/1993 - 09/23/1994
DEAN WITTER REYNOLDS INC.
NA
06/10/1992 - 06/30/1993
KIRKPATRICK, PETTIS, SMITH, POLIAN INC.
NA
11/25/1991 - 05/28/1992
A. G. EDWARDS & SONS, INC.
NA
10/09/1989 - 11/22/1991
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
12/18/1986 - 09/26/1989
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 06/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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