Laura Leigh Watson Schultz

Employer firm

Triad Wealth Partners, LLC CRD 326523

$1.53B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → 12/2020
  Thompson Hine Llp
  Cleveland, OH
• 04/2021 → 08/2023
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2021 → Present
  Preservation Investment Services, Llc
  North Olmsted, OH
• 08/2023 → Present
  Creativeone Wealth
  Overland Park, KS
• 01/2021 → Present
  Preservation Retirement Services, Llc
  North Olmsted, OH
• 05/2026 → Present
  Triad Wealth Partners
  Lawrence, KS

Previous Registrations

• 2023-08-22 → 2026-05-27
  Creativeone Wealth, Llc
  Beachwood, OH
  Overland Park, KS
  North Olmsted, OH
• 2021-04-04 → 2023-08-21
  Ae Wealth Management, Llc
  North Olmsted, OH
  Beachwood, OH
  Independence, OH
  Beachwood, OH

Other Businesses

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.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-19

Other Names

• Laura Leigh Watson
• Laura Leigh Watson Aquila