DF
Daryl R. Fuchs
CREATIVEONE WEALTH
Loveland, CO
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CRD#: 5481386
DF
Professional summary
Daryl R Fuchs is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Loveland, Colorado.
Daryl is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Daryl has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. PRESIDENT OF SENIOR ADVISORY GROUP. COMPANY IS NOT INVESTMENT RELATED. IT IS LOCATED AT 1140 LINCOLN AVE, LOVELAND, CO 80537. BUSINESS IS INVOLVED IN LIFE, ANNUITY, DISABILITY, AND HEALTH INSURANCE SALES. 50% OF MY TIME IS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS. 2. Member of Storyland Properties LLC. NOT INVESTMENT RELATED. Rental Property located at 601 Cleveland #7051 Loveland, CO 80537. Purpose is for buying residential real estate for generating rental income. Approximate 1 hour per month devoted to this outside business during trading hours. Start date is 03/15/2020 3. Daryl Fuchs; 1140 N. LINCOLN AVE, LOVELAND, CO 80537; NOT INVESTMENT RELATED. Owner and landlord of residential real estate. Approximate 2 hours per month devoted to this outside business during trading hours. Start date is 07/07/2021. 4. SENIOR ADVISORY GROUP; INVESTMENT RELATED; 1140 N. LINCOLN AVE, LOVELAND, CO 80537; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE 05/08/2008; APX 120 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.
CRS (Client Relationship Summary) - RIA
Click below to view Daryl R Fuchs's 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®
NoneExperience
Current
October 26, 2020 - Present
CREATIVEONE WEALTH, LLC
RIA
CRD#: 281213
Loveland, CO
Past
June 17, 2011 - November 5, 2020
PARTNERVEST ADVISORY SERVICES LLC
RIA
CRD#: 113621
LOVELAND, CO
Past
February 27, 2008 - May 20, 2011
HOLLAND ADVISORY SERVICES, INC.
RIA
CRD#: 136302
LOVELAND, CO
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
Colorado(10/26/2020)
IAR
Texas(10/26/2020)
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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