Daniel Gilbert Gould
Investment adviser representative at Creativeone Wealth, LLC
10 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 yearsFirm in business
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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
10 years in the industry.
- Blue Valley CommoditiesOct 2020 to now
- Creativeone Wealth, LLCOct 2018 to now
- American Republic Insurance ServicesMar 2016 to now
- Financial Partners GroupNov 2017 to Oct 2018
- Cambridge Investment Research, Inc.Mar 2017 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 2131294
- Firm CRD
- 281213