Evie Marie Schaller
Investment adviser representative at Creativeone Wealth, LLC
10 yearsExperience
1 stateRegistered in
$6.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Creativeone Wealth, LLCOct 2021 to now
- Creativeone Wealth, LLC Formerly Changepath, LLCOct 2021 to now
- Benefit Wealth PartnersJan 2020 to now
- Appel ChiropracticNov 2018 to Dec 2020
- Grand Canyon UniversityAug 2018 to Oct 2020
- Jcpenney'sJun 2017 to Nov 2018
- University of Wisconsin- Eau ClaireJan 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (WI).
Creativeone Wealth, LLC
$6.3BAssets managed
22,291Clients
220Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7445768
- Firm CRD
- 281213