Laura Leigh Watson Schultz
Investment Adviser Representative at Triad Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Laura Leigh Watson Schultz is an investment adviser representative with Triad Wealth Partners, LLC in Fairview Park, OH, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Creativeone Wealth, LLC and AE Wealth Management, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Ohio.
Registrations & licenses
- Investment adviser:
- Ohio
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Thompson HINE LLPSep 2008 – Dec 2020Cleveland, OH
- AE Wealth Management, LLCApr 2021 – Aug 2023Topeka, KS
- Preservation Investment Services, LLCMar 2021 – no end date reportedNorth Olmsted, OH
- Creativeone WealthAug 2023 – no end date reportedOverland Park, KS
- Preservation Retirement Services, LLCJan 2021 – no end date reportedNorth Olmsted, OH
- Triad Wealth PartnersMay 2026 – no end date reportedLawrence, KS
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Triad Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $10,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 45
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lawrence, KS
- SEC file number:
- 801-128150
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 29, 2026
View full firm profileOther advisors at Triad Wealth Partners, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Laura Leigh Watson Schultz has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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