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RIA / WealthAdvisor14 years in industry

SARAH JEANETTE SAUM

Advisor at CREATIVEONE WEALTH, LLC

KALAMAZOO, MI | OVERLAND PARK, KS | SARASOTA, FL

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Search this name across graphsid dfx:ria:6fc9ae82-176e-ee55-3af8-9c06c4192fa4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 10, 2014 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: Aug 30, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Aug 30, 2012
First registration: Jul 10, 2014
Dual registered: no
Other names: SARAH JEANETTE NIEMCZYK|SARAH JEANETTE NIEMCZYK
IAPD individual key: 6370111

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	Aug 28, 2023	n/a	yes	OVERLAND PARK, KS\|SARASOTA, FL\|KALAMAZOO, MI	Current employment
VERTIS WEALTH, LLC	Independent wealth	Jul 17, 2020	Jun 2, 2023	no	CHICAGO, IL	Previous registration
AE WEALTH MANAGEMENT, LLC	Bd affiliated wealth	Jul 1, 2019	Mar 31, 2021	no	TACOMA, WA\|Fort Myers, FL\|Lisle, IL\|Bentonville, AR\|KALAMAZOO, MI	Previous registration
INTEGRITY ALLIANCE, LLC	Bd affiliated wealth	Dec 21, 2016	Jun 25, 2019	no	Oswego, IL\|URBANDALE, IA\|Kalamazoo, MI\|Kalamazoo, MI	Previous registration
ASSOCIATED CAPITAL MANAGEMENT, LLC	n/a	Jul 10, 2014	Mar 31, 2015	no	HOLLAND, MI	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
VERTIS WEALTH, LLC	CREATIVEONE WEALTH, LLC	Jun 2, 2023	Aug 28, 2023	87	Firm change	RIA to RIA
AE WEALTH MANAGEMENT, LLC	VERTIS WEALTH, LLC	Mar 31, 2021	Jul 17, 2020	-257	Firm change after gap	Ibd to RIA
INTEGRITY ALLIANCE, LLC	AE WEALTH MANAGEMENT, LLC	Jun 25, 2019	Jul 1, 2019	6	Firm change	RIA to RIA
ASSOCIATED CAPITAL MANAGEMENT, LLC	INTEGRITY ALLIANCE, LLC	Mar 31, 2015	Dec 21, 2016	631	Firm change after gap	Other

Relationships

Registered with (5)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Aug 28, 2023 to presentfactForm ADV
→ VERTIS WEALTH, LLCRegistered adviserregistration: previous registration
Jul 17, 2020 to Jun 2, 2023factForm ADV
→ AE WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 1, 2019 to Mar 31, 2021factForm ADV
→ INTEGRITY ALLIANCE, LLCRegistered adviserregistration: previous registration
Dec 21, 2016 to Jun 25, 2019factForm ADV
→ ASSOCIATED CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 10, 2014 to Mar 31, 2015factForm ADV

Dated events

Occurred
Jun 2, 2023
Advisor changed firm
Sarah Jeanette Saum left Vertis Wealth, Llc for Creativeone Wealth, Llc (registered 2023-08-28)
Form ADVobserved 5 days ago