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David Kubik
from Transform Wealth, LLC
David Kubik is a financial advisor based in Colorado, Greenwood Village,
with 24 years of experience. David currently works for
Transform Wealth, LLC.
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Kubik works at Transform Wealth, LLC
Transform Wealth, LLC is a financial advisory firm based in Greenwood Village, Colorado. It currently has approximately $2,201,893,915 of assets under management and employs about 26 people. Transform Wealth, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and assets on 3rd party platforms. see 5.d..
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
4 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, performance-based fees and assets on 3rd party platforms. see 5.d.
Office location
6400 S. Fiddlers Green Circle, Suite 1600, Greenwood Village, Colorado, 80111
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