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Dave B
Series 63, Series 65
Lincoln, NE
Creativeone Wealth, LLC
Dave Buchanan is a financial advisor with Creativeone Wealth, LLC in Lincoln, Nebraska, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with firms including Trinity Financial Group and Retirement & Wealth Solutions of Nebraska. Buchanan has maintained ongoing insurance agency activities since 1997. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, corporations, plan sponsors, and other RIAs. The firm manages primarily discretionary accounts using proprietary models and third-party managers, employing diverse investment methods such as ETFs, mutual funds, and options strategies.
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