Scott Dennis Lautenbach

Employer firm

Creativeone Wealth, LLC CRD 281213

$6.25B regulatory AUM 62 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 06/2022 → Present
  Creativeone Wealth
  Overland Park, KS
• 06/1999 → Present
  Diversified Health Services
  Elkhorn, NE
• 01/2023 → Present
  Trinity Financial Group
  Omaha, NE

Other Businesses

Diversified Health Services, Investment-related, 21062 Madison St, Elkhorn, NE 68022, Health and Insurance Sales, Owner, 1999, 20 hr/mo, 20 hr/mo during trading hours, sell life and health insurance products to clients. Trinity Financial Group, Investment-related, 7921 W Dodge Rd Omaha, NE 68114; Financial Services, financial advisor, 01/2023, 160 hrs/mo, 160 hrs/mo during trading, meet with financial service clients and offer annuities and life insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-05-21

Other Names

• Scott Lautenbach