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RIA / WealthAdvisor34 years in industry

TIMOTHY BRIAN SCHULZE

Advisor at CREATIVEONE WEALTH, LLC

Kirkwood, MO | Bonita Springs, FL | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:42378867-83c0-40ae-16ff-7190d9bed80e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 9, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CREATIVEONE WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 11, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S63|S66
First exam: Nov 11, 1991
First registration: Dec 9, 2013
Dual registered: no
Other names: TIM SCHULZE
IAPD individual key: 2068348

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CREATIVEONE WEALTH, LLC	Independent wealth	Dec 20, 2023	n/a	yes	Bonita Springs, FL\|Kirkwood, MO\|Kirkwood, MO\|OVERLAND PARK, KS	Current employment
CETERA INVESTMENT ADVISERS LLC	Bd affiliated wealth	Jul 19, 2017	Dec 20, 2023	no	KIRKWOOD, MO\|ST. LOUIS, MO\|KIRKWOOD, MO\|BONITA SPRINGS, FL	Previous registration
NATIONWIDE SECURITIES, LLC	No RAUM reported	Aug 22, 2016	Jul 19, 2017	no	Saint Louis, MO	Previous registration
WADDELL & REED	Former SEC adviser	May 22, 2014	Aug 16, 2016	no	EDMOND, OK	Previous registration
EDWARD JONES	National bd RIA	Dec 9, 2013	May 2, 2014	no	ST LOUIS, MO\|WEBSTER GROVES, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CETERA INVESTMENT ADVISERS LLC	CREATIVEONE WEALTH, LLC	Dec 20, 2023	Dec 20, 2023	0	Firm change	Ibd to RIA
NATIONWIDE SECURITIES, LLC	CETERA INVESTMENT ADVISERS LLC	Jul 19, 2017	Jul 19, 2017	0	Firm change	Other
WADDELL & REED	NATIONWIDE SECURITIES, LLC	Aug 16, 2016	Aug 22, 2016	6	Firm change	Other
EDWARD JONES	WADDELL & REED	May 2, 2014	May 22, 2014	20	Firm change	Other

Relationships

Registered with (5)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Dec 20, 2023 to presentfactForm ADV
→ CETERA INVESTMENT ADVISERS LLCRegistered adviserregistration: previous registration
Jul 19, 2017 to Dec 20, 2023factForm ADV
→ NATIONWIDE SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 22, 2016 to Jul 19, 2017factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
May 22, 2014 to Aug 16, 2016factForm ADV
→ EDWARD JONESRegistered adviserregistration: previous registration
Dec 9, 2013 to May 2, 2014factForm ADV

Dated events

Occurred
Dec 20, 2023
Advisor changed firm
Timothy Brian Schulze left Cetera Investment Advisers Llc for Creativeone Wealth, Llc (registered 2023-12-20)
Form ADVobserved 5 days ago