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Timothy Schulze

Creativeone Wealth, LLC
13 Years of Experience
Kirkwood, MO
Sells Insurance
View SEC Summary
View SEC Summary

Timothy Schulze is a registered investment advisor at Creativeone Wealth, LLC, based in Kirkwood, MO, with 13 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B in assets under management.

Creativeone Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
22,291 clients
Average Client Portfolio
$280K average
Assets Under Management
$6.3B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

112 W Jefferson Ave, Suite 130, Kirkwood, MO, 63122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Timothy is the owner of Pioneer Wealth Management and president of Tart LP. He also holds partial ownership in several real estate ventures, serves on the board of directors and as treasurer for the Kirkwood School District Foundation, and works as an insurance agent selling health and Medicare supplement plans.

Employment History
Current Registrations
Creativeone Wealth, LLC
December 2023 - Present · 2 yrs 10 mos
Previous Registrations
Cetera Investment Advisers LLC
July 2017 - December 2023 · 6 yrs 5 mos
Cetera Financial Specialists LLCBroker
July 2017 - December 2023 · 6 yrs 5 mos
Nationwide Securities, LLC
August 2016 - July 2017 · 11 mos
Nationwide Securities, LLCBroker
August 2016 - July 2017 · 11 mos
Waddell & Reed
May 2014 - August 2016 · 2 yrs 3 mos
Waddell & ReedBroker
May 2014 - August 2016 · 2 yrs 3 mos
Edward Jones
December 2013 - May 2014 · 5 mos
Edward JonesBroker
November 2013 - May 2014 · 6 mos
Metropolitan Life Insurance CompanyBroker
November 1991 - April 1992 · 5 mos
Metlife Securities INC.Broker
November 1991 - April 1992 · 5 mos
State Registrations3 states
FLMOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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