Advisor at Creativeone Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Creativeone Wealth, LLC
Location
La Center, WA
Credentials
ChFC®, Series 63, Series 65
Industry experience
44 years
Dennis Wilt is a financial advisor with Creativeone Wealth, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 44 years of industry experience. His prior roles include positions at Summit Financial Group Inc and VSR Advisory Services. Outside of advising, he owns and oversees a commercial blueberry farm. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a diversified investment approach combining proprietary ETF-based models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.
Based on Creativeone Wealth, LLC
Based on Creativeone Wealth, LLC
Financial Planning fees may be fixed per project; Investment Consultative Retainer fees based on fixed rate; fees negotiable.
$0+: Negotiable, typically between 0.25% - 2.25% $0+: Under 'Floating Rate Method', combined fee example 1.75% (100 bps IAR + 55 bps program + 20 bps strategy), can vary with strategy fees $0+: Under 'Total Rate Method', total fee fixed (example 1.75%) with varying IAR and strategy fee portions
Certain IARs receive commissions from sales of securities and insurance products via affiliated broker-dealer and insurance agency.
Hourly rates for financial planning services disclosed in agreement and negotiable.
Fee-only: Financial Planning fees negotiable; charged as fixed fee, hourly, monthly, or quarterly; hourly rates disclosed in agreement and negotiable.
La Center, WA
Alaska · Texas · Washington
Change Path LLC
2017 - Present (9 years)
Summit Financial Group Inc
2016 - 2017 (1 year)
Summit Brokerage Services, Inc.
2016 - 2017 (1 year)
VSR Advisory Services
2007 - 2016 (9 years)
Vsr Financial Services, Inc
2005 - 2016 (11 years)
Wilt's Blue B R Ranch
2001 - Present (25 years)
Dennis E. Wilt and Associates
1981 - Present (45 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Scappoose, OR
Columbia Wealth Advisors LLC
CFP®, Series 65
Vancouver, WA
SFM Financial Advisors LLC
Series 63, Series 65
Battle Ground, WA
Scruggs Advisors, LLC
CFP®, Series 65
Ridgefield, WA
Lake Road Advisors, LLC
Series 63, Series 65
Vancouver, WA
Dale Q. Rice Investment Management
CFP®, Series 63, Series 65
Battle Ground, WA
Timepiece Financial Planning, Inc.
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