Daniel Gilbert Gould

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

• 03/2017 → 09/2017
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2016 → Present
  American Republic Insurance Services
  Independence, MO
• 11/2017 → 10/2018
  Financial Partners Group
  Overland Park, KS
• 10/2018 → Present
  Creativeone Wealth, Llc
  Overland Park, KS
• 10/2020 → Present
  Blue Valley Commodities
  Overland Park, KS

Previous Registrations

• 2017-11-29 → 2018-10-15
  Financial Partners Group, Inc.
  Overland Park, KS

Other Businesses

1.AMERICAN REPUBLIC INSURANCE SERVICES, 9001 W 110TH ST, SUITE 270, OVERLAND PARK, KS 66210, 3/2016 AS MEDICARE REPRESENTATIVE RESPONSIBLE FOR LIFE INSURANCE, LONG TERM CARE POLICIES. NOT INVESTMENT RELATED - 20/WK - 0/TRADING. 2. BLUE VALLEY COMMODITIES. NOT INVESTMENT RELATED. SINCE 10/2020. 9001 W 110TH ST, SUITE 270, OVERLAND PARK, KS 66210. WHOLESALER OF AGRICULTURAL PRODUCTS FACILITATING TRUCK, RAIL AND BARGE TRANSACTIONS OF FEED AGRICULTURAL PRODUCTS. 80 HOURS PER MONTH, 60 DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2017-07-28
• S63 Uniform Securities Agent State Law Examination
  1993-03-31

Other Names

• Daniel G Gould
• Dan Gould