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Physical Address:
52461 Columbia River Highway
Scappoose, OR 97056​

Mailing Address:
PO Box 489
​Scappoose, OR 97056
Ph. 503.543.3844
Fx. 503.987.8809
Em. [email protected]
Investment advisory services offered through CreativeOne Wealth, LLC, an Investment Advisor. Schultz Retirement Solutions and CreativeOne Wealth, LLC are not affiliated. Licensed Insurance Professional. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. We do not provide tax or legal advice. Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). 

​CreativeOne Wealth Form CRS
CreativeOne Wealth Form ADV Part 2A
CreativeOne Wealth Privacy Policy
CreativeOne Securities Form CRS
CreativeOne Securities ADV Part 2A
CreativeOne Securities Privacy Policy
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​17166 - 2017/11/27