Timothy Schulze (CRD# 2068348) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Kirkwood, MO and has over 32 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth | Overland Park, KS | Dec 2023 - Current | < 1 |
| Pioneer Wealth Management | Kirkwood, MO | May 2017 - Current | 6 |
| Cetera Investment Advisers, LLC | Schaumburg, IL | Jul 2017 - Dec 2023 | 6 |
| Cetera Financial Specialists, LLC | Schaumburg, IL | Jul 2017 - Dec 2023 | 6 |
| Nationwide Financial | Saint Louis, MO | Aug 2016 - Jul 2017 | < 1 |
| Nationwide Securities LLC | Columbus, OH | Aug 2016 - Jul 2017 | < 1 |
| Waddell Amp Reed Inc. | Creve Coeur, MO | May 2014 - Aug 2016 | 2 |
| Various Insurance Carriers For W Amp R Insurance Agencies | Kirkwood, MO | May 2014 - Aug 2016 | 2 |
| Edward Jones | St Louis, MO | Oct 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2013 |
- FL
- MO
- TX
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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