Kristin Reeve Creighton
Professional Summary
Kristin Reeve Creighton is a registered financial advisor currently at DAI WEALTH, LLC located in Hingham, Massachusetts and DAI SECURITIES, LLC located in Hingham, Massachusetts. Kristin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Kristin has worked at 3 firms and has passed the Series 65, Series 63, Series 66, Series 7TO, SIE and Series 22 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
CREATIVE FINANCIAL STRATEGIES LLC | WESTERN PORTFOLIO PARTNERS | WAYPOINT WEALTH STRATEGIES | SOURCENET INVESTMENT SERVICES LLC | RVP II CONSULTING | PARAGON WEALTH COUNSELORS | MICHALETZ ADVISORS, INC. | MERIT INVESTMENT SERVICES | JOHN GALT WEALTH SOLUTIONS | GOOD COUNSEL WEALTH MANAGEMENT LLC | DISCIPLINE ADVISORS, INC. | DISCIPLINE ADVISORS, INC | DISCIPLINE ADVISORS | DAI WEALTH, LLC | DAI WEALTH, INC.
Contact Information
Main Address
2800 Century Parkway Ne Suite 650, Atlanta, GA 30345Phone Number
(404) 531-7080# of Employees
40SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,048AUM (Assets Under Management)
$329,951,743Similar Advisors
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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.
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Primary Firm SEC Registration
CREATIVE FINANCIAL STRATEGIES LLC | WESTERN PORTFOLIO PARTNERS | WAYPOINT WEALTH STRATEGIES | SOURCENET INVESTMENT SERVICES LLC | RVP II CONSULTING | PARAGON WEALTH COUNSELORS | MICHALETZ ADVISORS, INC. | MERIT INVESTMENT SERVICES | JOHN GALT WEALTH SOLUTIONS | GOOD COUNSEL WEALTH MANAGEMENT LLC | DISCIPLINE ADVISORS, INC. | DISCIPLINE ADVISORS, INC | DISCIPLINE ADVISORS | DAI WEALTH, LLC | DAI WEALTH, INC.
State Registrations and Notice Filings
(12/15/2025)
(7/22/2024)
(11/17/2025)
(1/11/2023)
(12/15/2025)
(7/22/2024)
(12/15/2025)
(12/15/2025)
(11/17/2025)
(12/15/2025)
(3/6/2023)
(2/14/2025)
(12/15/2025)
(5/15/2025)
(11/17/2025)
(3/6/2023)
(8/1/2025)
(10/14/2024)
(11/5/2025)
(9/15/2026)
(4/2/2025)
(12/15/2025)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Sep 2018About the Series 22 examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Kristin Reeve Creighton's CRS (Customer Relationship Summary).
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