Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Eugene Wilt is a financial advisor registered with Creativeone Wealth, LLC in Washington, Texas, and Alaska. Dennis has over 35 years of experience in the financial services industry. Dennis specializes in retirement planning, college savings, and estate planning. He is also a Chartered Financial Consultant. Dennis has held previous registrations with Summit Brokerage Services, Inc., VSR Financial Services, Inc., ING Financial Partners, Inc., Interpacific Investors Services, Inc., and The Variable Annuity Marketing Company. Dennis is a highly experienced financial advisor with a strong track record of success.
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
WA
11/28/2017 - Present
Creativeone Wealth, LLC (LA CENTER WA)
WA
09/01/2016 - 10/03/2017
SUMMIT BROKERAGE SERVICES, INC. (LA CENTER WA)
WA
06/01/2005 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (LA CENTER WA)
CT
08/29/2002 - 06/15/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
WA
10/03/1994 - 08/19/2002
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
KS
11/04/1986 - 09/29/1994
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
TX
05/02/1990 - 10/27/1992
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
CT
11/18/1987 - 12/31/1989
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
12/10/1985 - 11/07/1986
PLANNED INVESTMENTS INC.
NA
10/08/1985 - 11/11/1985
O. R. SECURITIES, INC.
NA
10/04/1984 - 10/08/1985
WZW FINANCIAL SERVICES, INC.
NA
06/23/1981 - 07/23/1984
FINANCIAL PLANNERS EQUITY CORPORATION
IA
Issued 12/30/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1981
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Dennis Wilt is the right advisor for you? Invested Better is here to help.
