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Kevin Dauphinee

Investment Adviser Representative at CREATIVEONE WEALTH, LLC

Las Vegas, NVCRD #5847437Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
15 yrs
States Registered
2 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
ArizonaNevada
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/31/2019
Series 66
Uniform Combined State Law Examination
Passed 10/23/2012
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/5/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/16/2010

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
10/24/2023Las Vegas, NV
PORTSMOUTH - SMARTLIFE FINANCIAL GROUP, LLC
12/20/202210/16/2023Las Vegas, NV
ALPHASTAR CAPITAL MANAGEMENT, LLC
3/9/20211/3/2023Las Vegas, NV
EAGLE STRATEGIES LLC
11/30/20163/5/2021Las Vegas, NV
H&H RETIREMENT DESIGN AND MANAGEMENT INC
8/25/20154/14/2016Las Vegas, NV
CATHAY CONSULTANTS LTD.
10/18/20134/11/2016Henderson, NV
CATHAY CONSULTANTS LTD.
10/18/201312/31/2013Henderson, NV
ARGENTUS ADVISORS, LLC
11/2/20128/30/2013Gig Harbor, WA

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. Kevin Dauphinee 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.

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