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David Thomas Walsh

David T. Walsh

DYNAMIC WEALTH
Leawood, KS 66211
Some features on this profile are disabled
CRD#: 6285723
David Thomas Walsh

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)

Exams

Current Firm

DW
DYNAMIC WEALTH LLC
DYNAMIC WEALTH LLC

CRD#: 333203 / SEC#:

Kansas
Registered Investment Advisory firm - (10/1/2024 Approved)
Missouri
Registered Investment Advisory firm - (10/14/2025 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts13
AUM (Assets Under Management)$ 25,619,176

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

DYNAMIC WEALTH LLC

CRD#: 333203Leawood, KS 66211

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