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730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-18 |
Branch Locations
730 New Hampshire St., Unit 222, Lawrence, KS 66044 • United States
2000 Auburn Dr Suite 200, Beachwood, OH 44122 • United States
22710 Farview Center Dr Suite 300, Fairview Park, OH 44126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thompson Hine Llp | Cleveland | OH | 09/2008 | 12/2020 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2021 | 08/2023 |
| Preservation Investment Services, Llc | North Olmsted | OH | 03/2021 | Present |
| Creativeone Wealth | Overland Park | KS | 08/2023 | Present |
| Preservation Retirement Services, Llc | North Olmsted | OH | 01/2021 | Present |
| Triad Wealth Partners | Lawrence | KS | 05/2026 | Present |
1.) SCHULTZ FAMILY ENTERPRISES, LLC DBA PRESERVATION RETIREMENT SERVICES; NOT INVESTMENT RELATED; NORTH OLMSTED, OH; ; OWNER, INSURANCE AND ANNUITY RELATED BUSINES; START DATE 01/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES. 2.) PRESERVATION INVESTMENT SERVICES, LLC; YES INVESTMENT RELATED; NORTH OLMSTED, OH; INSURANCE AND ANNUITY RELATED BUSINESS; OWNER; START DATE 03/2021; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; SECURITIES SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-19 |
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