Dennis Wilt, financial advisor La Center WA

Dennis Wilt

CRD Number: 732921
Current Firm: Creativeone Wealth, LLC

Dennis Wilt (CRD# 732921) is an Investment Advisor Representative working at Creativeone Wealth, LLC in La Center, WA and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Change Path LLC Leawood, KS Nov 2017 - Current 6
Wilt's Blue B Ranch La Center, WA Sep 2001 - Current 22
Dennis E. Wilt And Associates La Center, WA Jun 1981 - Current 42
Summit Brokerage Services, Inc. La Center, WA Sep 2016 - Sep 2017 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Sep 2017 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Sep 2016 9
Vsr Financial Services, Inc. Overland Park, KS Jun 2005 - Sep 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1985
S65 NASAA Investment Advisors Law Examination Dec 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dennis E. Wilt
Phone Number: (888) 798-2360
Registered State(s):
  • AK
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    2,880
    MILLIONS
  • Total Number of Accounts
    19,806
    ACCOUNTS
  • Average Account Value
    $145,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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