Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Renee? Claim Your ProfileRenee Schelp is a financial advisor with over 11 years of experience in the industry. Renee currently works at Creativeone Wealth, LLC, in Overland Park, Kansas, focusing on advisory services. Previously, Renee worked at Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. Renee holds Series 63 and 65 licenses, as well as Series 7 and SIE. Renee has a track record of providing comprehensive financial planning, investment management, and educational seminars. Renee specializes in serving individual and corporate clients, and also specializes in advising high net worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Sub-adviser fees/solicitor fees
1
2
KS
08/06/2024 - Present
Creativeone Wealth, LLC (Overland Park KS)
MO
07/01/2019 - 07/23/2024
CHARLES SCHWAB & CO., INC. (Kansas City MO)
CO
01/01/2013 - 04/05/2019
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
Issued 10/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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