TS
Timothy B. Schulze
CREATIVEONE WEALTH
Kirkwood, MO 63122
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CRD#: 2068348
TS
Professional summary
Timothy Brian Schulze, who also goes by Tim Schulze, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Kirkwood, Missouri.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Timothy has worked at 8 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Schulze
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) Pioneer Wealth Management; investment related; Kirkwood, MO; DBA; Owner; 5/2017 2.) Tart LP; not investment related; Kirkwood, MO; LP for tax purposes; President; 1/2015; 4 hrs/mo 3.) Winner Associates, LLC; not investment related; St. Louis, MO; Passive Real Estate; Partial Owner 4.) Southgate Associates, LLC; not investment related; St. Louis, MO; Passive Real Estate; Partial Owner 5.) Chatham Square Associates, LLC; not investment related; St. Loui, MO; Passive Real Estate; Partial Owner 6.) Integris Ventures, LLC; not investment related; St. Louis, MO; Passive Real Estate; Partial Owner; 7.) Kirkwood School District Foundation; not investment related; Kirkwood, MO; Board of Directors; 12/2018; 1-4 hrs/mo; 1-4 hrs/mo; Group of parents, Alumni friends working to build a stronger community 8.) Kirkwood School District Foundation; not investment related; 11289 Manchester Road Kirkwood, MO 63122; Non-Profit; Treasurer; 01/2020; 12 hrs/mo; 0 hrs/mo; Bank reconciliation, track donations, review expenses, prepare, present and budget 9.) Insurance Agent; investment related; hrs/mo varies; Health/Medicare Supplement Plans Sales
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Brian Schulze's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 20, 2023 - Present
CREATIVEONE WEALTH, LLC
Office #1: 101 W. Argonne Dr #228, Kirkwood, MO 63122Office #3: 112 W Jefferson Ave Suite 130, Kirkwood, MO 63122RIA
CRD#: 281213
Kirkwood, MO
Past
July 19, 2017 - December 20, 2023
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
BONITA SPRINGS, FL
Past
July 14, 2017 - December 20, 2023
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
BONITA SPRINGS, FL
Past
August 22, 2016 - July 19, 2017
NATIONWIDE SECURITIES, LLC
RIA
CRD#: 11173
Saint Louis, MO
Past
August 18, 2016 - July 19, 2017
NATIONWIDE SECURITIES, LLC
BD
CRD#: 11173
Saint Louis, MO
Past
May 22, 2014 - August 16, 2016
WADDELL & REED
RIA
CRD#: 866
CREVE COEUR, MO
Past
May 22, 2014 - August 16, 2016
WADDELL & REED
BD
CRD#: 866
CREVE COEUR, MO
Past
December 9, 2013 - May 2, 2014
EDWARD JONES
RIA
CRD#: 250
WEBSTER GROVES, MO
Past
November 18, 2013 - May 2, 2014
EDWARD JONES
BD
CRD#: 250
WEBSTER GROVES, MO
Past
November 6, 1991 - April 3, 1992
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
Past
November 6, 1991 - April 3, 1992
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/22/2024)
IAR
Missouri(12/20/2023)
IAR
Texas(12/21/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CW
CREATIVEONE WEALTH, LLC
C1W | LA LOMA FINANCIAL SERVICES | CREATIVEONE WEALTH, LLC | COVENTRY WEALTH ADVISORS | CHANGEPATH, LLC | CHANGEPATH | CHANGE PATH LLC
CRD#: 281213 / SEC#: 801-106677
RIA
Registered Investment Advisory firm - (9/25/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211
Mailing Address
Phone number
(913) 402-7897
Established
Firm type
Fiscal year end
# of Employees
217
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 29,437 |
| AUM (Assets Under Management) | $ 4,828,907,475 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CREATIVEONE WEALTH, LLC
CRD#: 281213Kirkwood, MO 63122TRUST BUT VERIFY
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