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DH

David F. Hokanson

Some features on this profile are disabled
CRD#: 248234
DH

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 Faubion Hokanson SR, who also goes by Dave Hokanson Sr, David Faubion Hokanson, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1971. David had worked at 6 firms and has passed the Series 63 and Series 1 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Dave Hokanson Sr | David Faubion Hokanson

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. RIA - FWC LLC, APPROVED BY THE NES SINCE INCEPTION, FAMILY WEALTH COUNSELORS, 10 TO 20 WEEKDAY HOURS, PREVIOUSLY DISCLOSED, CEC APPROVED, COMPENSATED 2. PLANNING DONE BY FWC LLC FOR FEE ONLY. PREVIOUSLY DISCLOSED, CEC APPROVED, COMPENSATED. 3. INDEPENDENT INSURANCE AGENT 4. BOARD MEMBER FOR ST. JOSEPH HOSPITAL, NO COMPENSATION. 5. RENT CONDOS, COMPENSATED. 6. SPEAKER/RESOURCE FOR TEC - TRAINING CEO'S, COMPENSATED. 7. SPEAKER FOR DONOR MOTIVATION PROGRAM - EDUCATIONAL/MOTIVATIONAL TALK FOR DONORS. COMPENSATED. 8. SHARES OFFICE SPACE WITH REP'S NON-SALES PART-TIME STAFF WHICH DOES FEE & COMMISSION FINANCIAL PLANNING, CEC APPROVED.

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

November 4, 2003 - March 27, 2024

CREATIVE PLANNING

RIA
CRD#: 105348
OVERLAND PARK, KS
Past

January 2, 2002 - December 3, 2007

FAMILY WEALTH COUNSELORS LLC

RIA
CRD#: 120303
OVERLAND PARK, KS
Past

October 1, 1996 - August 18, 2000

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

June 7, 1994 - October 1, 1996

UNUM SALES CORPORATION

BD
CRD#: 5406
PORTLAND, ME
Past

July 15, 1983 - May 13, 1997

THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY

BD
CRD#: 647
WORCESTER, MA
Past

August 4, 1971 - December 31, 2006

NEW ENGLAND SECURITIES

BD
CRD#: 615
OVERLAND PARK, KS

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".
CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC

CRD#: 105348 / SEC#: 801-18564

RIA
Registered Investment Advisory firm - (3/18/1983 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.

Exams

State Security Law Exam
RR
Series 63
Date: 1/24/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 1
Date: 7/30/1971
Registered Representative Examination

Current Firm

CP
CREATIVE PLANNING
CREATIVE PLANNING | WOMEN'S WEALTH MANAGEMENT | THE EXCHANGE TRADED FUND CENTER | CREATIVE PLANNING, LLC | CREATIVE PLANNING, INC. | CREATIVE PLANNING INC

CRD#: 105348 / SEC#: 801-18564

RIA
Registered Investment Advisory firm - (3/18/1983 Approved)
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Contact information

Main Address
5454 W. 110th Street, Overland Park, KS 66211
Mailing Address
Phone number
(866) 909-5148
Established
Firm type
Fiscal year end
# of Employees
1,428

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CREATIVE PLANNING FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts269,686
AUM (Assets Under Management)$ 217,399,324,981

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
06/27/2025
Cover Page
Report
09/19/2024
Cover Page
Report
01/03/2024
Cover Page
Report
01/18/2023
Cover Page
Report

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.

Company Information

CREATIVE PLANNING

CRD#: 105348

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