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Kristin Reeve Creighton

DAI Wealth, LLC

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About Kristin Reeve Creighton

Kristin Creighton is a financial advisor with DAI Wealth, LLC, a firm that provides financial planning and investment management services to individuals, families, and businesses. Kristin is a registered representative of the firm and holds the Series 63, 66, and 7TO securities licenses. She has been in the financial industry for over 5 years and has a proven track record of success in helping her clients achieve their financial goals. Kristin is committed to providing her clients with personalized financial advice and strategies that are tailored to their unique needs and objectives.

Firm Information

Kristin Creighton is currently registered with DAI Wealth, LLC. DAI Wealth, LLC is an investment advisory firm based in Atlanta, GA. With 24 registered representatives, they manage approximately $152,547,774 in assets for 1,073 clients. Their advisory services include financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve individuals, with a focus on high-net-worth clients, but also work with charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
DAI Wealth, LLC

2800 CENTURY PARKWAY NE

ATLANTA, GA 30345

$152.55M

Assets Under Management

1

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees

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Kristin Creighton’s Registration & Firm History

GA

02/14/2025 - Present

DAI Wealth, LLC (ATLANTA GA)

MA

09/13/2018 - 01/14/2020

CONCORDE INVESTMENT SERVICES, LLC (HINGHAM MA)

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Licenses & Designations

IA

Issued 05/23/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/2023

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 09/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/22/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2018

Series 22 - Direct Participation Programs Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kristin Reeve Creighton.
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