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Sarah Jeanette Saum

Creativeone Wealth, LLC

Overland Park, KS

Sarasota, FL

Kalamazoo, MI

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Current Employers
Creativeone Wealth, Llc

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-09-25
MI RA APPROVED 2023-08-28
  • FL RA
    APPROVED
    Since 2023-09-25
  • MI RA
    APPROVED
    Since 2023-08-28

Branch Locations

6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States

8291 Velda Trail, Sarasota, FL 34241 • United States

Kalamazoo, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Brokers International Financial Services, Llc. Oswego IL 12/2016 06/2019
Trifound Financial, Llc Kalamazoo MI 10/2014 06/2023
Ae Wealth Management, Llc Topeka KS 07/2019 03/2021
Trifound Advisory, Llc Kalamazoo MI 06/2020 06/2023
Creativeone Wealth Overland Park KS 08/2023 Present
Candor Wealth Strategies Sarasota FL 08/2023 Present
  • 12/2016 → 06/2019
    Brokers International Financial Services, Llc.
    Oswego, IL
  • 10/2014 → 06/2023
    Trifound Financial, Llc
    Kalamazoo, MI
  • 07/2019 → 03/2021
    Ae Wealth Management, Llc
    Topeka, KS
  • 06/2020 → 06/2023
    Trifound Advisory, Llc
    Kalamazoo, MI
  • 08/2023 → Present
    Creativeone Wealth
    Overland Park, KS
  • 08/2023 → Present
    Candor Wealth Strategies
    Sarasota, FL
Previous Registrations
  • 2020-07-17 → 2023-06-02
    Vertis Wealth, Llc
    Chicago, IL
  • 2019-07-01 → 2021-03-31
    Ae Wealth Management, Llc
    Tacoma, WA
    Fort Myers, FL
    Lisle, IL
    Bentonville, AR
    Kalamazoo, MI
  • 2016-12-21 → 2019-06-25
    Integrity Alliance, Llc.
    Oswego, IL
    Urbandale, IA
    Kalamazoo, MI
    Kalamazoo, MI
  • 2014-07-10 → 2015-03-31
    Associated Capital Management, Llc
    Holland, MI
Other Businesses

CANDOR WEALTH STRATEGIES; SARASOTA, FL; INVESTMENT RELATED; WEALTH MANAGER; START DATE 08/23; 80 HRS/MONTH AND DURING SECURITY TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-08-30
  • S65 Uniform Investment Adviser Law Examination
    2012-08-30
Other Names
  • Sarah Jeanette Niemczyk
  • Sarah Jeanette Niemczyk

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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