David Thomas Zofness

Employer firm

Creativeone Securities, LLC CRD 152974

$2.54B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 10/1983 → Present
  Edwin R. Cohen & Associates, Lp
  Chesterfield, MO
• 07/1999 → 12/2016
  Ameritas Investment Corp
  Lincoln, NE
• 01/2017 → Present
  Creativeone Securities, Llc Formerly Client One Securities, Llc
  Town And Country, MO

Other Businesses

EDWIN R. COHEN & ASSOCIATES, LP; SAME AS BRANCH; INV REL; SALES OF FIXED AND INDEX ANNUITIES AND LIFE, HEALTH, LTC AND DISABILITY INSURANCE; AGENT; START DATE=10/1983; HRS/MO=160; TRADING HRS/MO=160; SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-24
• S63 Uniform Securities Agent State Law Examination
  1986-02-17

Designations

• Chartered Financial Consultant