Zachary Taylor Schoene

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

• 05/2012 → Present
  Wallstreet Group
  Jefferson City, MO
• 05/2015 → Present
  Paradise
  Sunrise Beach, MO
• 05/2013 → Present
  Creativeone Securities, Llc
  Overland Park, KS

Other Businesses

1.) Acrisure Wallstreet Partners LLC (formerly Wallstreet Financial Group); Investment related: No; 1530 Rax Court, Jefferson, MO 65109; Insurance; Agent; start date: 11/2015; 160 hrs/month and all during trading hours; sale of fixed, indexed, life, health, and variable insurance. 2.) Zachary Schoene; Investment related: No; Notary; start date: 08/2017; 2 hrs/month; notarizing documents 3.) Schoene Enterprises LLC; Investment related: Yes; 4400 Kentsfield Lane, Columbia, MO 65201; Rental Property - Duplex; Owner/Operator; start date: 07/08/2022; 6 hrs/month with none during trading hours; day to day operations of property 4.) Schoene Enterprises LLC - Auto; Investment related: No; 1918 Waverly Court, Columbia, MO 65201; Turo Car Rental Service; Owner; start date: 11/05/2024; 4 hrs/month with none during trading hours; Leasing out vehicles to individual consumers via mobile app Turo.

Exams

• S66 Uniform Combined State Law Examination
  2015-10-28