Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lautenbach is a financial advisor with Creativeone Wealth, LLC, registered in Nebraska. Scott has been in the financial services industry since 1999, and holds a Series 65 license. Scott provides financial planning, educational seminars, portfolio management for individuals and investment companies, and sub-adviser services. Scott is also involved in Diversified Health Services as the owner, and Trinity Financial Group as a financial advisor.
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
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2
KS
06/24/2022 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
IA
Issued 05/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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