Sam Magdalein

Current Employers

Creativeone Wealth, Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2022-09-21

FL RA
APPROVED

Since 2022-09-21

Branch Locations

40 Tavernier Drive, Ponte Vedra Beach, FL 32081 • United States

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

9191 R G Skinner Pkwy, Jacksonville, FL 32256 • 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

Organization	City	State	From	To
Creativeone Wealth, Llc	Overland Park	KS	09/2022	Present
Collaborative Financial Strategies, Inc. Dba Stratton & Company	Jacksonville	FL	01/2012	Present

09/2022 → Present

Creativeone Wealth, Llc

Overland Park, KS
01/2012 → Present

Collaborative Financial Strategies, Inc. Dba Stratton & Company

Jacksonville, FL

Other Businesses

Collaborative Financial Strategies, Inc. dba Stratton & Company; Investment-related; 9191 R G Skinner Pkwy Jacksonville, FL 32256/40 Tavernier Drive, Ponte Vedra Beach FL 32081; Life Insurance and Annuity Sales; CEO; Start Date 1/2012; 30 Hrs/Mn; 30 Hrs/Mn during trading hrs; management, operations, marketing (no sales)

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-07-01

S65 Uniform Investment Adviser Law Examination

2022-07-01