Daniel G. Gould
Professional summary
Daniel Gilbert Gould, who also goes by Daniel G Gould, Dan Gould, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Overland Park, Kansas.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Daniel has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 3 and Series 30 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Gilbert Gould's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 15, 2018 - Present
CREATIVEONE WEALTH, LLC
Office #1: 9001 W 110th Street, Suite 270, Overland Park, KS 66210November 29, 2017 - October 15, 2018
FINANCIAL PARTNERS GROUP, INC.
June 13, 2017 - September 26, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
June 20, 1997 - February 27, 1998
MF GLOBAL INC.
July 21, 1995 - December 31, 1998
IBS SECURITIES, LLC
March 15, 1993 - November 16, 1993
QUEST CAPITAL STRATEGIES, INC.
Primary Firm SEC Registration
CREATIVEONE WEALTH, LLC
CRD#: 281213 / SEC#: 801-106677
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/15/2018)
Exams
Current Firm
CREATIVEONE WEALTH, LLC
CRD#: 281213 / SEC#: 801-106677
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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