David A. Dickens

CREATIVEONE WEALTH

Overland Park, KS 66210

Some features on this profile are disabled

CRD#: 1454442

Professional summary

David Angus Dickens JR, who also goes by Dave Dickens, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. David has worked at 6 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Dickens

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1). KC Financial Advisors, Inc. (KCFA); Investment Related; 10975 Grandview St, Bldg. 27, Suite #190, Overland Park, KS 66210; Owner & President; Since 11/2009; Licensed Insurance Agency, Tax Preparation, Staff Supervision; 120 hrs/mo; 120 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Angus Dickens JR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 15, 2021 - Present

CREATIVEONE WEALTH, LLC

Office #1: 10975 Grandview Drive, Overland Park, KS 66210

RIA

CRD#: 281213

Overland Park, KS

Past

April 12, 2010 - October 15, 2021

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

OVERLAND PARK, KS

Past

January 3, 2000 - February 10, 2009

CU INVESTMENT SOLUTIONS LLC

RIA

CRD#: 43753

LENEXA, KS

Past

February 20, 1998 - February 10, 2009

CU INVESTMENT SOLUTIONS LLC

CRD#: 43753

LENEXA, KS

Past

June 24, 1997 - January 22, 1998

SECU BROKERAGE SERVICES

CRD#: 19899

RALEIGH, NC

Past

September 6, 1990 - June 28, 1995

CNBS

CRD#: 24153

OVERLAND PARK, KS

Past

July 14, 1986 - September 14, 1988

MARK TWAIN BROKERAGE SERVICES, INC.

CRD#: 16925

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(10/15/2021)

IAR

Texas
(10/15/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/25/1991

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/12/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/18/1986

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/30/1991

General Securities Principal Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211

Mailing Address

Phone number

(913) 402-7897

Established

Firm type

Fiscal year end

# of Employees

217

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Jaime Villalobos

WILLIAM BLAIR

IAR

Chicago, IL

Ryan Gallo

LPL FINANCIAL LLC

IAR

FULLERTON, CA

Michael Jensen

FALCON WEALTH PLANNING, INC.

IAR

Irvine, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David A. Dickens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Angus Dickens JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE CAPITAL MANAGEMENT LLC

CU INVESTMENT SOLUTIONS LLC

CU INVESTMENT SOLUTIONS LLC

SECU BROKERAGE SERVICES

CNBS

MARK TWAIN BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/25/1991

Series 63

Date: 9/12/1986

Series 7

Date: 1/18/1986

Series 24

Date: 10/30/1991

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

Similar Advisors