Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dauphinee is a financial advisor currently working at Creativeone Wealth, LLC. Kevin has been in the industry since 2010 and holds Series 6, 7, 63 and 66 licenses. Kevin has been registered with the state of Nevada since 2023 and with the state of Arizona since 2024. Kevin has also worked for Portsmouth Financial Services, NYLIFE Securities LLC and Summitalliance Securities, L.L.C. in the past. Creativeone Wealth, LLC is based in Overland Park, KS and provides financial planning, portfolio management for individuals and investment companies and sub-adviser services.
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
NV
10/24/2023 - Present
Creativeone Wealth, LLC (LAS VEGAS NV)
NV
02/28/2023 - 10/18/2023
PORTSMOUTH FINANCIAL SERVICES (Las Vegas NV)
NV
10/05/2016 - 03/05/2021
NYLIFE SECURITIES LLC (LAS VEGAS NV)
NV
04/09/2012 - 07/25/2012
SUMMITALLIANCE SECURITIES, L.L.C. (HENDERSON NV)
NV
11/18/2010 - 03/05/2012
NEW ENGLAND SECURITIES (LAS VEGAS NV)
BC
Issued 05/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kevin Dauphinee is the right advisor for you? Invested Better is here to help.
