Dennis Wilt
Dennis Wilt is a ChFC-designated registered investment advisor at Creativeone Wealth, LLC, based in La Center, WA, with 44 years of industry experience. Dennis 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
La Center, WA
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Regulatory History (1)
Employment Separation After Allegations
September 2017Other Business ActivitiesSells Insurance
Dennis owns a commercial blueberry farm, manages a multi-family residential rental property, and prepares taxes. He also sells fixed annuities and life insurance, and fixed insurance products, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Iis Global Advisors, INC.
Interpacific Investors Services, INC.Broker
The Variable Annuity Marketing CompanyBroker
Nwnl Management CorporationBroker
Vsr Financial Services, INC.Broker
Planned Investments INC.Broker
O. R. Securities, INC.Broker
Wzw Financial Services, INC.Broker
Financial Planners Equity CorporationBroker
State Registrations3 states
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.