Daryl R Fuchs

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1984 → Present
  Senior Advisory Group
  Loveland, CO
• 06/2011 → 10/2020
  Partnervest Advisory Services Llc
  Santa Barbara, CA
• 10/2020 → Present
  Changepath, Llc
  Leawood, KS

Previous Registrations

• 2011-06-17 → 2020-11-05
  Partnervest Advisory Services Llc
  Loveland, CO
  Santa Barbara, CA
  Loveland, CO
• 2008-02-27 → 2011-05-20
  Holland Advisory Services, Inc.
  Loveland, CO
  Loveland, CO

Other Businesses

1. PRESIDENT OF SENIOR ADVISORY GROUP. COMPANY IS NOT INVESTMENT RELATED. IT IS LOCATED AT 1140 LINCOLN AVE, LOVELAND, CO 80537. BUSINESS IS INVOLVED IN LIFE, ANNUITY, DISABILITY, AND HEALTH INSURANCE SALES. 50% OF MY TIME IS DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS. 2. Member of Storyland Properties LLC. NOT INVESTMENT RELATED. Rental Property located at 601 Cleveland #7051 Loveland, CO 80537. Purpose is for buying residential real estate for generating rental income. Approximate 1 hour per month devoted to this outside business during trading hours. Start date is 03/15/2020 3. Daryl Fuchs; 1140 N. LINCOLN AVE, LOVELAND, CO 80537; NOT INVESTMENT RELATED. Owner and landlord of residential real estate. Approximate 2 hours per month devoted to this outside business during trading hours. Start date is 07/07/2021. 4. SENIOR ADVISORY GROUP; INVESTMENT RELATED; 1140 N. LINCOLN AVE, LOVELAND, CO 80537; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE 05/08/2008; APX 120 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-27