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RIA / WealthAdvisorCertified Financial Planner27 years in industry

JEFFREY JOSEPH SCHULTZ

Advisor at CREATIVEONE WEALTH, LLC

SCAPPOOSE, OR | Tillamook, OR | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:7d3c6b85-edcf-cdb9-313a-e8e9e6f0c207

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 8, 2004 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: Sep 1, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Sep 1, 1999
First registration: Jun 8, 2004
Dual registered: no
IAPD individual key: 3276582

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	Jan 1, 2025	n/a	yes	SCAPPOOSE, OR\|OVERLAND PARK, KS\|Tillamook, OR	Current employment
CETERA ADVISORS LLC	Former SEC adviser	Feb 28, 2012	Sep 12, 2017	no	RAINIER, OR\|SCAPPOOSE, OR	Previous registration
PACIFIC WEST FINANCIAL CONSULTANTS INC	Former SEC adviser	Aug 14, 2008	Feb 28, 2012	no	RENTON, WA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Jun 8, 2004	Aug 1, 2008	no	BONNEY LAKE, WA\|SCAPPOOSE, OR	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 ADVISORS LLC	CREATIVEONE WEALTH, LLC	Sep 12, 2017	Jan 1, 2025	2,668	Firm change after gap	Other
PACIFIC WEST FINANCIAL CONSULTANTS INC	CETERA ADVISORS LLC	Feb 28, 2012	Feb 28, 2012	0	Bulk transfer	Other
KMS FINANCIAL SERVICES, INC	PACIFIC WEST FINANCIAL CONSULTANTS INC	Aug 1, 2008	Aug 14, 2008	13	Firm change	Other

Relationships

Registered with (4)

→ CREATIVEONE WEALTH, LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ CETERA ADVISORS LLCRegistered adviserregistration: previous registration
Feb 28, 2012 to Sep 12, 2017factForm ADV
→ PACIFIC WEST FINANCIAL CONSULTANTS INCRegistered adviserregistration: previous registration
Aug 14, 2008 to Feb 28, 2012factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Jun 8, 2004 to Aug 1, 2008factForm ADV

Dated events

No dated event names this entity yet.