AdFi
DG

Daniel Gilbert Gould

Investment Adviser Representative at CREATIVEONE WEALTH, LLC

Overland Park, KSCRD #2131294Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Kansas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 7/28/2017
Series 63
Uniform Securities Agent State Law Examination
Passed 3/31/1993
SIE
Securities Industry Essentials Examination
Passed 9/26/2017
Series 7
General Securities Representative Examination
Passed 6/13/2017
Series 3
National Commodity Futures Examination
Passed 8/7/2012
Series 30
NFA Branch Manager Examination
Passed 8/24/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Creativeone Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CREATIVEONE WEALTH, LLCCurrent
10/15/2018Overland Park, KS
FINANCIAL PARTNERS GROUP, INC.
11/29/201710/15/2018Overland Park, KS

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Gilbert Gould has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Daniel Gilbert Gould - Financial Advisor in Overland Park, KS | AdvisorFinder