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DW

Danny E. Ward

CREATIVEONE WEALTH
Gainesville FL, FL 32606
Some features on this profile are disabled
CRD#: 458669
DW

Professional summary

Danny Eugene Ward, who also goes by Dan Ward, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Gainesville Fl, Florida.

Danny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Danny has worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Dan Ward

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) - RIA

Click below to view Danny Eugene Ward'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

February 26, 2021 - Present

CREATIVEONE WEALTH, LLC

Office #1: 3921 Nw 97th Blvd Suite102, Gainesville Fl, FL 32606
RIA
CRD#: 281213
Gainesville FL, FL
Past

August 23, 2018 - January 28, 2021

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
GAINESVILLE, FL
Past

November 6, 2017 - August 8, 2018

BEDROCK INVESTMENT ADVISORS

RIA
CRD#: 173131
Gainsville, FL
Past

October 5, 2015 - October 19, 2017

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
Gainesville, FL
Past

September 1, 2015 - October 19, 2017

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
Gainesville, FL
Past

September 2, 2003 - November 25, 2013

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
TRENTON, FL
Past

July 1, 2003 - November 25, 2013

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
TRENTON, FL
Past

February 12, 1998 - June 30, 2003

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
TRENTON, FL
Past

February 6, 1998 - June 30, 2003

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

June 17, 1996 - January 30, 1998

CALTON & ASSOCIATES, INC.

BD
CRD#: 20999
TAMPA, FL
Past

August 9, 1993 - January 13, 1997

CONSECO EQUITY SALES, INC.

BD
CRD#: 4125
CARMEL, IN

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".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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
Florida
(2/26/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 5/10/2006
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/16/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/19/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/6/1993
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH 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)

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

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

Regulatory assets under management

Total Number of Accounts29,437
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.

Company Information

CREATIVEONE WEALTH, LLC

CRD#: 281213Gainesville Fl, FL 32606

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