David N. Young

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CRD#: 1698458

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Nmn Young, who also goes by David Young, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1987. David had worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 3 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

David Young

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

October 29, 2020 - April 12, 2021

CREATIVEONE WEALTH, LLC

RIA

CRD#: 281213

Newport Beach, CA

Past

November 6, 2015 - December 2, 2020

PARTNERVEST ADVISORY SERVICES LLC

RIA

CRD#: 113621

SANTA BARBARA, CA

Past

March 15, 2013 - December 24, 2024

ANFIELD CAPITAL MANAGEMENT, LLC

RIA

CRD#: 165211

IRVINE, CA

Past

April 13, 2010 - March 28, 2013

ANFIELD CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY

RIA

CRD#: 151654

NEWPORT BEACH, CA

Past

November 21, 1994 - January 8, 2009

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CRD#: 25567

NEWPORT BEACH, CA

Past

April 8, 1994 - November 21, 1994

PACIFIC SELECT DISTRIBUTORS, LLC

CRD#: 4452

NEWPORT BEACH, CA

Past

June 20, 1988 - October 3, 1988

GRIFFIN FINANCIAL SERVICES

CRD#: 10823

Past

September 22, 1987 - January 26, 1988

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 5/30/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/30/2007

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 8/11/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 6

Date: 4/7/1994

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 N. Young

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PARTNERVEST ADVISORY SERVICES LLC

ANFIELD CAPITAL MANAGEMENT, LLC

ANFIELD CAPITAL MANAGEMENT LIMITED LIABILITY COMPANY

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

PACIFIC SELECT DISTRIBUTORS, LLC

GRIFFIN FINANCIAL SERVICES

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/1995

Series 63

Date: 4/21/1994

Series 7

Date: 1/30/2007

Series 3

Date: 8/11/1997

Series 6

Date: 4/7/1994

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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