David T. Walsh

DYNAMIC WEALTH LLC

Leawood, KS 66211

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CRD#: 6285723

Professional summary

David Thomas Walsh, CFP® is a registered financial advisor currently at DYNAMIC WEALTH LLC located in Leawood, Kansas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. David has worked at 3 firms .

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 David Thomas Walsh'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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

October 1, 2024 - Present

DYNAMIC WEALTH LLC

Office #1: 7015 College Blvd, Leawood, KS 66211

RIA

CRD#: 333203

Leawood, KS

Past

April 30, 2020 - April 29, 2022

CREATIVE PLANNING

RIA

CRD#: 105348

OVERLAND PARK, KS

Past

January 13, 2014 - April 27, 2020

SUNRISE ADVISORS

RIA

CRD#: 111953

LEAWOOD, KS

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

Kansas
(10/1/2024)

IAR

Missouri
(10/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

DYNAMIC WEALTH LLC

CRD#: 333203 / SEC#:

Kansas

Registered Investment Advisory firm - (10/1/2024 Approved)

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Contact information

Main Address

7015 College Blvd Ste 375, Overland Park, KS 66211

Mailing Address

Phone number

(913) 663-4357

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	5
AUM (Assets Under Management)	$ 12,264,556

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.

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David T. Walsh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Thomas Walsh's CRS (Customer Relationship Summary).

Certified licenses

Experience

DYNAMIC WEALTH LLC

CREATIVE PLANNING

SUNRISE ADVISORS

State Registrations and Notice Filings

Exams

Current Firm

DYNAMIC WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DYNAMIC WEALTH LLC

TRUST BUT VERIFY

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