Lauren N. Schultz

CREATIVEONE WEALTH

Jacksonville, FL 32256

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CRD#: 6201285

Professional summary

Lauren N. Schultz, who also goes by Lauren N Schultz, Lauren Schultz, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in Jacksonville, Florida.

Lauren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lauren has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lauren N Schultz | Lauren Schultz

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.) Stratton & Company; investment related; 9191 R G Dkinner Pkwy Jacksonville, FL 32256/40 Tavernier Drive, Ponte Vedra Beach FL 32081; Financial Services; Vice President of Operations; 09/2023; 170 hrs/mo; 170 hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren N. 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®

None

Experience

Current

February 21, 2025 - Present

CREATIVEONE WEALTH, LLC

Office #1: 9191 Rg Skinner Pkwy Suite 502, Jacksonville, FL 32256Office #2: 40 Tavernier Drive, Ponte Vedra Beach, FL 32081

RIA

CRD#: 281213

Jacksonville, FL

Past

April 28, 2016 - October 9, 2023

LPL FINANCIAL LLC

CRD#: 6413

JACKSONVILLE, FL

Past

April 22, 2016 - October 9, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

JACKSONVILLE, FL

Past

October 7, 2015 - April 14, 2016

MARIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 141456

ST. JOHNS, FL

Past

March 17, 2014 - October 9, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

February 6, 2014 - October 9, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

Past

September 9, 2013 - January 28, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

JACKSONVILLE, FL

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

Florida
(2/21/2025)

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

IAR

Series 66

Date: 3/14/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/9/2013

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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Advisor Monitoring

Firm Stability Insights

Lauren N. Schultz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lauren N. Schultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

LPL FINANCIAL LLC

MARIAN FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2014

SIE

Date: 10/1/2018

Series 7

Date: 9/9/2013

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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