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KD

Kevin Dauphinee

CREATIVEONE WEALTH
LAS VEGAS, NV 89101
Some features on this profile are disabled
CRD#: 5847437
KD

Professional summary

Kevin Dauphinee is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Las Vegas, Nevada.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kevin has worked at 11 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 6 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Dauphinee'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

October 24, 2023 - Present

CREATIVEONE WEALTH, LLC

Office #1: 411 E. Bonneville Ave, Suite 430, Las Vegas, NV 89101Office #2: 6900 East Camelback Rd, Ste 990, Scottsdale, AZ 85251
RIA
CRD#: 281213
LAS VEGAS, NV
Past

February 28, 2023 - October 18, 2023

PORTSMOUTH FINANCIAL SERVICES

BD
CRD#: 13980
Las Vegas, NV
Past

December 20, 2022 - October 16, 2023

FISCAL WISDOM WEALTH MANAGEMENT LLC

RIA
CRD#: 168299
Las Vegas, NV
Past

March 9, 2021 - January 3, 2023

ALPHASTAR CAPITAL MANAGEMENT

RIA
CRD#: 157423
Las Vegas, NV
Past

November 30, 2016 - March 5, 2021

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
Las Vegas, NV
Past

October 5, 2016 - March 5, 2021

NYLIFE SECURITIES LLC

BD
CRD#: 5167
LAS VEGAS, NV
Past

August 25, 2015 - April 14, 2016

ONE WEALTH MAP, LLC

RIA
CRD#: 171750
LAS VEGAS, NV
Past

October 18, 2013 - April 11, 2016

CATHAY CONSULTANTS LTD.

RIA
CRD#: 168661
HENDERSON, NV
Past

November 2, 2012 - August 30, 2013

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
GIG HARBOR, WA
Past

April 9, 2012 - July 25, 2012

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
HENDERSON, NV
Past

November 18, 2010 - March 5, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
LAS VEGAS, NV

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
Arizona
(4/29/2024)
IAR
Nevada
(10/24/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/31/2019
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 10/23/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/5/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/16/2010
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#: 281213Las Vegas, NV 89101

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