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RIA / WealthAdvisor28 years in industry

DANNY EUGENE WARD

Advisor at CREATIVEONE WEALTH, LLC

OVERLAND PARK, KS | Gainesville FL, FL

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Search this name across graphsid dfx:ria:bc196afe-b1e8-9ec8-6492-a2bea3b65179

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 12, 1998 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 12, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 16, 1999
First registration: Feb 12, 1998
Dual registered: no
Other names: DAN WARD
IAPD individual key: 458669

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE WEALTH, LLC	Independent wealth	Jan 1, 2026	n/a	yes	OVERLAND PARK, KS\|Gainesville FL, FL	Current employment
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Aug 23, 2018	Jan 28, 2021	no	GAINESVILLE, FL	Previous registration
BEDROCK INVESTMENT ADVISORS	Former SEC adviser	Nov 6, 2017	Aug 8, 2018	no	Gainsville, FL\|SCOTTSDALE, AZ	Previous registration
PLANMEMBER SECURITIES CORPORATION	Independent wealth	Oct 5, 2015	Oct 19, 2017	no	TRENTON, FL\|OVIEDO, FL\|Gainesville, FL	Previous registration
LEGEND ADVISORY, LLC	Former SEC adviser	Sep 2, 2003	Nov 25, 2013	no	TRENTON, FL\|PALM BEACH GARDENS, FL\|TRENTON, FL	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 12, 1998	Jun 30, 2003	no	TRENTON, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BROOKSTONE WEALTH ADVISORS, LLC	CREATIVEONE WEALTH, LLC	Jan 28, 2021	Jan 1, 2026	1,799	Firm change after gap	RIA to RIA
BEDROCK INVESTMENT ADVISORS	BROOKSTONE WEALTH ADVISORS, LLC	Aug 8, 2018	Aug 23, 2018	15	Firm change	RIA to RIA
PLANMEMBER SECURITIES CORPORATION	BEDROCK INVESTMENT ADVISORS	Oct 19, 2017	Nov 6, 2017	18	Firm change	Other
LEGEND ADVISORY, LLC	PLANMEMBER SECURITIES CORPORATION	Nov 25, 2013	Oct 5, 2015	679	Firm change after gap	Other
VOYA FINANCIAL ADVISORS, INC.	LEGEND ADVISORY, LLC	Jun 30, 2003	Sep 2, 2003	64	Firm change	Other

Relationships

Registered with (6)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 23, 2018 to Jan 28, 2021factForm ADV
→ BEDROCK INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Nov 6, 2017 to Aug 8, 2018factForm ADV
→ PLANMEMBER SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 5, 2015 to Oct 19, 2017factForm ADV
→ LEGEND ADVISORY, LLCRegistered adviserregistration: previous registration
Sep 2, 2003 to Nov 25, 2013factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 12, 1998 to Jun 30, 2003factForm ADV

Dated events

No dated event names this entity yet.