David C. Selden

CREATIVEONE WEALTH

Parker, CO 80134

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CRD#: 1587100

Professional summary

David C Selden, who also goes by David Craig Selden Sr, David Craig Selden, David Craig Seldon, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Parker, Colorado.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. David has worked at 10 firms and has passed the Series 65, Series 63, Series 31, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David Craig Selden Sr | David Craig Selden | David Craig Seldon

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.

MOUNTAIN WEST RETIREMENT, LLC.; NOT INVESTMENT RELATED; PARKER, CO ; PRESIDENT/MANAGING PARTNER; MARKETING INSURANCE SERVICES; START DATE 04/2022; APPROX 160HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING. PROSPECT WEALTH ADVISORS OF COLORADO; INVESTMENT RELATED; PARKER, CO ; FOUNDER; MARKETING ADVISORY SERVICES OFFERED THROUGH C1W; START DATE 05/2023; APPROX 160HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING. AMERICAN FINANCIAL EDUCATION ALLIANCE; PARKER, CO; START DATE 03/2023; NOT INVESTMENT RELATED; CHAPTER PRESIDENT/ INSTRUCTOR FOR A VARIETY OF FINANCIAL EDUCATION CLASSES THROUGH A NOT-FOR-PROFIT; APPROX 16HRS/MONTH AND 0 DURING SECURITIES TRAIDING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David C Selden'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

June 1, 2023 - Present

CREATIVEONE WEALTH, LLC

Office #1: 11479 South Pine Drive, Parker, CO 80134

RIA

CRD#: 281213

Parker, CO

Past

May 17, 2022 - June 6, 2023

GRADIENT ADVISORS, LLC

RIA

CRD#: 152665

Parker, CO

Past

April 3, 2019 - May 4, 2022

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

DENVER, CO

Past

June 28, 2018 - April 16, 2019

MOUNTAIN WEST RETIREMENT, LLC.

RIA

CRD#: 289516

Parker, CO

Past

September 27, 2017 - December 15, 2017

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Aurora, CO

Past

August 4, 1993 - September 23, 1994

MORGAN STANLEY DW INC.

CRD#: 7556

Past

June 10, 1992 - June 30, 1993

KFS BD, INC.

CRD#: 490

Past

November 25, 1991 - May 28, 1992

A. G. EDWARDS & SONS, INC.

CRD#: 4

Past

October 9, 1989 - November 22, 1991

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Past

December 18, 1986 - September 26, 1989

SIGNATOR INVESTORS, INC.

CRD#: 468

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

Colorado
(6/1/2023)

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: 6/13/2017

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/22/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 2/1/1994

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/18/1989

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/16/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

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

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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.

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Advisor Monitoring

Firm Stability Insights

David C. Selden

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David C Selden's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRADIENT ADVISORS, LLC

AE WEALTH MANAGEMENT, LLC

MOUNTAIN WEST RETIREMENT, LLC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MORGAN STANLEY DW INC.

KFS BD, INC.

A. G. EDWARDS & SONS, INC.

CITIGROUP GLOBAL MARKETS INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/13/2017

Series 63

Date: 11/22/1989

Series 31

Date: 2/1/1994

Series 7

Date: 11/18/1989

Series 6

Date: 12/16/1986

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

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