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DW

Dennis E. Wilt

CREATIVEONE WEALTH
LA CENTER, WA
Some features on this profile are disabled
CRD#: 732921
DW

Professional summary

Dennis Eugene Wilt is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in La Center, Washington.

Dennis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Dennis has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

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) - - WILT'S BLUE B RANCH; NOT INVESTMENT RELATED; 3614 NE BEASLEY ROAD, LA CENTER, WA 98629; COMMERCIAL BLUEBERRY FARM; OWNER; BEGAN SEPTEMBER 2001; APPROXIMATELY 10 HOURS PER MONTH INCLUDING DURING TRADING HOURS; OVERSEE COMMERCIAL FRUIT FARM. (2) - - Dennis Wilt; investment related; at branch office; fixed annuities and life insurance; 1 hour a month during trading hours. (3) - - DENNIS WILT; NOT INVESTMENT RELATED; 3614 NE BEASLEY, LA CENTER, WA 98629; MULTI-FAMILY RESIDENTIAL RENTAL; OWNER/LANDLORD; BEGAN 2001; APPROXIMATELY 2 HOURS PER MONTH INCLUDING DURING TRADING HOURS; MANAGE MULTI-FAMILY RESIDENTIAL RENTAL PROPERTY. (4) - - DENNIS E WILT & ASSOCIATES; NOT INVESTMENT RELATED; 3614 NE BEASLEY ROAD, LA CENTER, WASHINGTON 98629; TAX PREPARATION; OWNER/PREPARER; BEGAN JUNE 1981; APPROXIMATELY 5 HOURS PER MONTH INCLUDING DURING TRADING HOURS; TAX RETURN PREPARATION. 5. - - DBA DENNIS E WILT & ASSOCIATES; INVESTMENT RELATED; 3614 NE BEASLEY ROAD, LA CENTER, WASHINGTON 98629; SALE OF FIXED INSURANCE; OWNER; BEGAN 11/01/2017; APPROXIMATELY 5 HOURS PER MONTH INCLUDING DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Eugene Wilt'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

November 9, 2017 - Present

CREATIVEONE WEALTH, LLC

RIA
CRD#: 281213
LA CENTER, WA
Past

September 1, 2016 - October 3, 2017

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
LA CENTER, WA
Past

September 1, 2016 - October 3, 2017

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
LA CENTER, WA
Past

June 1, 2005 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
LA CENTER, WA
Past

June 1, 2005 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
LA CENTER, WA
Past

October 1, 2002 - June 15, 2005

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
LA CENTER, WA
Past

August 29, 2002 - June 15, 2005

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

May 17, 1999 - September 20, 2002

IIS GLOBAL ADVISORS, INC.

RIA
CRD#: 113397
LACENTER, WA
Past

October 3, 1994 - August 19, 2002

INTERPACIFIC INVESTORS SERVICES, INC.

BD
CRD#: 4879
SEATTLE, WA
Past

May 2, 1990 - October 27, 1992

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

November 18, 1987 - December 31, 1989

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

November 4, 1986 - September 29, 1994

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

December 10, 1985 - November 7, 1986

PLANNED INVESTMENTS INC.

BD
CRD#: 5066
Past

October 8, 1985 - November 11, 1985

O. R. SECURITIES, INC.

BD
CRD#: 10216
Past

October 4, 1984 - October 8, 1985

WZW FINANCIAL SERVICES, INC.

BD
CRD#: 5717
Past

June 23, 1981 - July 23, 1984

FINANCIAL PLANNERS EQUITY CORPORATION

BD
CRD#: 7420

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
Alaska
(2/14/2018)
IAR
Texas
(11/9/2017)
IAR
Washington
(11/28/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/30/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/25/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/20/1981
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/22/1986
General Securities Principal 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#: 281213La Center, WA

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