Dennis Eugene Wilt

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

• 06/1981 → Present
  Dennis E. Wilt And Associates
  La Center, WA
• 09/2001 → Present
  Wilt'S Blue B Ranch
  La Center, WA
• 06/2005 → 09/2016
  Vsr Financial Services, Inc
  Overland Park, KS
• 08/2007 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2016 → 09/2017
  Summit Brokerage Services, Inc.
  La Center, WA
• 09/2016 → 09/2017
  Summit Financial Group Inc
  Boca Raton, FL
• 11/2017 → Present
  Change Path Llc
  Leawood, KS

Previous Registrations

• 2016-09-01 → 2017-10-03
  Summit Financial Group Inc
  La Center, WA
• 2005-06-01 → 2016-09-01
  Vsr Financial Services, Inc.
  La Center, WA
  Overland Park, KS
  La Center, WA
  Overland Park, KS
• 2002-10-01 → 2005-06-15
  Voya Financial Advisors, Inc.
  La Center, WA
• 1999-05-17 → 2002-09-20
  Iis Global Advisors, Inc.
  Lacenter, WA

Other Businesses

(1) - - WILT'S BLUE B RANCH; NOT INVESTMENT RELATED; 3614 NE BEASLEY ROAD, LA CENTER, WA 98629; COMMERCIAL BLUEBERRY FARM; OWNER; BEGAN SEPTEMBER 2001; APPROXIMATELY 10 HOURS PER MONTH INCLUDING DURING TRADING HOURS; OVERSEE COMMERCIAL FRUIT FARM. (2) - - Dennis Wilt; investment related; at branch office; fixed annuities and life insurance; 1 hour a month during trading hours. (3) - - DENNIS WILT; NOT INVESTMENT RELATED; 3614 NE BEASLEY, LA CENTER, WA 98629; MULTI-FAMILY RESIDENTIAL RENTAL; OWNER/LANDLORD; BEGAN 2001; APPROXIMATELY 2 HOURS PER MONTH INCLUDING DURING TRADING HOURS; MANAGE MULTI-FAMILY RESIDENTIAL RENTAL PROPERTY. (4) - - DENNIS E WILT & ASSOCIATES; NOT INVESTMENT RELATED; 3614 NE BEASLEY ROAD, LA CENTER, WASHINGTON 98629; TAX PREPARATION; OWNER/PREPARER; BEGAN JUNE 1981; APPROXIMATELY 5 HOURS PER MONTH INCLUDING DURING TRADING HOURS; TAX RETURN PREPARATION. 5. - - DBA DENNIS E WILT & ASSOCIATES; INVESTMENT RELATED; 3614 NE BEASLEY ROAD, LA CENTER, WASHINGTON 98629; SALE OF FIXED INSURANCE; OWNER; BEGAN 11/01/2017; APPROXIMATELY 5 HOURS PER MONTH INCLUDING DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-12-30
• S63 Uniform Securities Agent State Law Examination
  1985-02-25

Designations

• Chartered Financial Consultant