Jeffrey J. Schultz

CREATIVEONE WEALTH

SCAPPOOSE, OR 97056

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CRD#: 3276582

Professional summary

Jeffrey Joseph Schultz, CFP® is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Scappoose, Oregon.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.SCHULTZ FINANCIAL SERVICES, 52461 COLUMBIA RIVER HWY, SCAPPOOSE, OR 97056; START 02/22/2013, DBA FOR SECURITIES BUSINESS AND FIXED INSURANCE, 20HR/WK, COMMISSION/FEES. 2. MANHATTAN INSURANCE GROUP / WESTERN UNITED LIFE; NOT INVESTMENT RELATED; 52461 COLUMBIA RIVER HIGHWAY, SCAPPOOSE, OR 97056; START 1/2015; 5 HOURS/WEEK DURING SECURITIES TRADING HOURS; FIXED ANNUITY INSURANCE MARKETING ORGANIZATION 3. CCPOD, LLC; NOT INVESTMENT RELATED; 51915 COLUMBIA RIVER HWY, SCAPPOOSE, OR 97056; START 11/2018; 1 HOUR/MO, NONE DURING TRADING HOURS; PROPERTY OWNER LEASING SPACES TO FOOD CART ENTREPRENEURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Schultz's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Current

September 8, 2017 - Present

CREATIVEONE WEALTH, LLC

Office #1: 52461 Columbia River Hwy, Scappoose, OR 97056Office #2: 305 Main Ave, Tillamook, OR 97141

RIA

CRD#: 281213

SCAPPOOSE, OR

Past

February 28, 2012 - September 12, 2017

CETERA ADVISORS LLC

RIA

CRD#: 10299

SCAPPOOSE, OR

Past

February 28, 2012 - September 12, 2017

CETERA ADVISORS LLC

CRD#: 10299

SCAPPOOSE, OR

Past

August 14, 2008 - February 28, 2012

PACIFIC WEST FINANCIAL CONSULTANTS INC

RIA

CRD#: 108728

RENTON, WA

Past

August 1, 2008 - February 28, 2012

PACIFIC WEST SECURITIES, INC.

CRD#: 6390

SCAPPOOSE, OR

Past

June 8, 2004 - August 1, 2008

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

SCAPPOOSE, OR

Past

August 31, 2001 - August 1, 2008

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SCAPPOOSE, OR

Past

August 29, 2000 - September 10, 2001

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

September 10, 1999 - August 23, 2000

WS GRIFFITH SECURITIES, INC.

CRD#: 10410

HARTFORD, CT

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".

CREATIVEONE WEALTH, 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

Oregon
(9/8/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/1/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/12/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/25/1999

General Securities Representative Examination

Current Firm

CREATIVEONE WEALTH, LLC

CRD#: 281213 / SEC#: 801-106677

RIA

Registered Investment Advisory firm - (9/25/2015 Approved)

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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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CREATIVEONE WEALTH ADV PART 2A 03.31.2025 (4/15/2025)

Regulatory assets under management

Total Number of Accounts	29,437
AUM (Assets Under Management)	$ 4,828,907,475

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey J. Schultz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Joseph Schultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA ADVISORS LLC

CETERA ADVISORS LLC

PACIFIC WEST FINANCIAL CONSULTANTS INC

PACIFIC WEST SECURITIES, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

WS GRIFFITH SECURITIES, INC.

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/1/1999

SIE

Date: 9/12/2017

Series 7

Date: 8/25/1999

Current Firm

CREATIVEONE WEALTH, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CREATIVEONE WEALTH, LLC

TRUST BUT VERIFY

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