Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Schulze is an Investment Advisor Representative at Creativeone Wealth, LLC. Timothy is a highly experienced financial professional with over 30 years in the industry. He specializes in helping clients with financial planning, portfolio management, and educational seminars. Timothy has held previous roles at Cetera Financial Specialists, LLC, Nationwide Securities, LLC, Waddell & Reed, and Edward Jones. Timothy is dedicated to providing personalized financial advice that helps clients achieve their financial goals.
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
MO
12/21/2023 - Present
Creativeone Wealth, LLC (Kirkwood MO)
FL
07/14/2017 - 12/20/2023
CETERA FINANCIAL SPECIALISTS LLC (BONITA SPRINGS FL)
MO
08/18/2016 - 07/19/2017
NATIONWIDE SECURITIES, LLC (Saint Louis MO)
MO
05/22/2014 - 08/16/2016
WADDELL & REED (CREVE COEUR MO)
MO
11/18/2013 - 05/02/2014
EDWARD JONES (WEBSTER GROVES MO)
NA
11/06/1991 - 04/03/1992
METLIFE SECURITIES INC.
NA
11/06/1991 - 04/03/1992
METROPOLITAN LIFE INSURANCE COMPANY
BOTH
Issued 12/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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