Laura L. Schultz

CREATIVEONE WEALTH

NORTH OLMSTED, OH 44070

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CRD#: 7353876

Professional summary

Laura Leigh Watson Schultz, who also goes by Laura Leigh Watson Aquila, Laura Leigh Watson, is a registered financial advisor currently at CREATIVEONE WEALTH, LLC located in North Olmsted, Ohio.

Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Laura has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Laura Leigh Watson Aquila | Laura Leigh Watson

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 FAMILY ENTERPRISES, LLC DBA PRESERVATION RETIREMENT SERVICES; NOT INVESTMENT RELATED; NORTH OLMSTED, OH; ; OWNER, INSURANCE AND ANNUITY RELATED BUSINES; START DATE 01/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 2.) PRESERVATION INVESTMENT SERVICES, LLC; YES INVESTMENT RELATED; NORTH OLMSTED, OH; INSURANCE AND ANNUITY RELATED BUSINESS; OWNER; START DATE 03/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Leigh Watson 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

August 22, 2023 - Present

CREATIVEONE WEALTH, LLC

Office #1: 2511 Country Club Blvd., Suite 230, North Olmsted, OH 44070Office #2: 2000 Auburn Drive, Suite 200, Beachwood, OH 44122

RIA

CRD#: 281213

NORTH OLMSTED, OH

Past

April 4, 2021 - August 21, 2023

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

North Olmsted, OH

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

Ohio
(8/22/2023)

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 65

Date: 2/19/2021

Uniform Investment Adviser Law 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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Laura L. Schultz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Laura Leigh Watson Schultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVEONE WEALTH, LLC

AE WEALTH MANAGEMENT, LLC

Primary Firm SEC Registration

CREATIVEONE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/19/2021

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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