Julia Elizabeth Ravensberg

Employer firm

Creativeone Securities, LLC CRD 152974

$2.54B regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2022 → Present
  Creativeone Securities, Llc; Formerly Client One Securities, Llc
  Overland Park, KS
• 03/2019 → Present
  Rza Wealth Management
  St. Louis, MO
• 02/2014 → 03/2019
  Homemaker
  Kirkwood, MO

Other Businesses

1) RZA Wealth Management; Yes; 1338 Strassner Dr St Louis Mo 63144; Annuities and Life Insurance; Insurance Advisor; 3/2019; Hrs per Month 20 and hrs per Month securities 20; offered as part of our diverse financial services offering. 2) Ravensberg, LLC; not investment related; 1338 Strassner Dr St Louis, MO 63144; Construction; Payroll Associate; 07/2024; 12 hrs/mo; 4 hrs/mo; Input hourly payroll

Exams

• S66 Uniform Combined State Law Examination
  2023-03-14

Other Names

• Julia E. Zofness
• Elizabeth Ravensberg Julia
• Julie Ravensberg