David Selden
David Selden is a registered investment advisor at Creativeone Wealth, LLC, based in Parker, CO, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 18,725 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CreativeOne Wealth (C1W) manages investment portfolios for a fee, which is negotiable and typically ranges from 0.25% to 2.25% of the assets managed. The fee covers analysis, ongoing advisory services, and access to C1W's online platform. Fees are deducted from the client's investment account monthly or quarterly. The rate charged may increase or decrease depending on the model portfolio chosen. C1W also offers a "Total Rate Method" where the rate remains constant regardless of the portfolio selected.
Location
11479 South Pine Drive, Parker, CO, 80134
Get directionsHistory
Regulatory History (1)
Regulatory
September 1994Other Business ActivitiesSells Insurance
David is the President/Managing Partner of Mountain West Retirement, LLC, marketing insurance services, dedicating nearly full-time hours. He is also the Founder of Prospect Wealth Advisors of Colorado, marketing advisory services, also dedicating nearly full-time hours, and the Chapter President/Instructor for American Financial Education Alliance, spending about 10-20% of his time.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Gradient Advisors, LLC
Ae Wealth Management, LLC
Mountain West Retirement, LLC.
Cambridge Investment Research Advisors, INC.
Dean Witter Reynolds INC.Broker
Kirkpatrick, Pettis, Smith, Polian INC.Broker
A. G. Edwards & Sons, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
John Hancock Distributors, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.