Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cox is a registered investment advisor representative with Creativeone Wealth, LLC. David is an experienced financial professional with over 14 years of experience in the industry. David is a Series 65 licensed investment advisor and has held previous positions with Brookstone Capital Management, JC Grason of Overland Park LLC, KC Financial Advisors, and Changepath, LLC. David's expertise lies in offering investment advice to individuals and families, as well as providing financial planning services. David is committed to working with clients to develop personalized financial plans that meet their unique needs and goals. David specializes in providing financial advice to a diverse client base, including high-net-worth individuals, families, small businesses, charitable organizations, and retirement plans. David is also experienced in working with clients who are seeking investment advice in areas such as tax planning, estate planning, college savings, and retirement planning. David offers a range of services, including: financial planning, investment management, tax planning, and retirement planning. David is committed to providing his clients with a high level of service and personalized attention. He is a member of the Financial Planning Association and is committed to staying up-to-date on the latest financial trends and regulations.
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)
IA
Issued 12/06/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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