Daniel Gould is a financial advisor with CreativeOne Wealth, LLC, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior work includes roles at Blue Valley Commodities and Financial Partners Group. Outside of advisory services, he is involved with Blue Valley Commodities, a wholesaler of agricultural products, and serves as a Medicare representative for American Republic Insurance Services.
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 utilizes a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option strategies to deliver customized portfolio solutions.