David Angus Dickens
Investment adviser representative at Creativeone Wealth, LLC
16 yearsExperience
2 statesRegistered in
CFADesignation
$6.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Creativeone Wealth, LLCOct 2021 to now
- Creativeone Wealth, LLC Formerly Changepath, LLCOct 2021 to now
- Kc Financial AdvisorsMar 2016 to now
- Brookstone Capital ManagementApr 2010 to Oct 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 65 · Uniform Investment Adviser Law1991
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1454442
- Firm CRD
- 281213