Advisor at DAI 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
DAI Wealth, LLC
Location
Hingham, MA 02043
Credentials
Series 63, Series 65, Series 66
Industry experience
7 years
Kristin Creighton is a financial advisor at DAI Wealth, LLC with seven years of industry experience. She holds the Series 63, 65, and 66 licenses and previously worked at Concorde Investment Services, LLC. Outside of finance, she operates Kristin Creighton Design, a marketing, sales, and branding consulting business for small companies. DAI Wealth, LLC provides discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses third-party managers and platform providers to tailor portfolios to client objectives and offers ongoing due diligence, portfolio rebalancing, and performance reporting.
Based on DAI Wealth, LLC
Based on DAI Wealth, LLC
Financial Planning and Consulting fees may also be flat fees as agreed with client.
up to 2.50% annually (negotiable, varies by account size and services)
IARs may receive commissions from sale of securities, variable annuities, alternative investments through affiliated broker-dealer DAIS.
$50 to $750 per hour for Financial Planning and Consulting services, subject to one-hour minimum.
350 Lincoln St, Suite 2400
Hingham, MA 02043
Massachusetts
DAI Wealth LLC
2025 - Present (1 year)
DAI Securities, LLC
2020 - Present (6 years)
Concorde Investment Services, LLC
2018 - 2020 (2 years)
Sans Bakery
2017 - 2017 (1 year)
California Beach LTD
2016 - 2016 (1 year)
Jus by Julie.com LLC
2016 - 2016 (1 year)
Kristin Creighton Design
2011 - Present (15 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
CFP®, Series 65
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CFP®, CFA®, Series 63, Series 65
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I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.
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CFP®
Medford, MA
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