Claim Profile
Unclaimed Profile
RS

Robert Schultz

SERRA VENTURES, LLC·CHAMPAIGN, Illinois
SERRA VENTURES, LLC
520 NORTH NEIL STREET, CHAMPAIGN, IL 61820CRD# 7127541Firm CRD# 301961

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Schultz · CHAMPAIGN, IL
Registration
CRD #7127541 · SERRA VENTURES, LLC
Brand Profile
Not yet started
Disclosure history
Disclosure history pending
01

About

Robert Schultz is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with SERRA VENTURES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
SERRA VENTURES, LLC
SERRA VENTURES, LLC
AUM
Regulatory assets under management
Employees
Total firm employees
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 7127541
Firm CRD# 301961
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAMPAIGN?

Browse all registered financial advisors in CHAMPAIGN, Illinois or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Robert Schultz offer?
Robert Schultz is a registered financial advisor in CHAMPAIGN, Illinois. Contact their office for details on services offered.
What are Robert Schultz's credentials?
Robert Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Schultz located?
Robert Schultz is based in CHAMPAIGN, Illinois, working with SERRA VENTURES, LLC. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.
How large is SERRA VENTURES, LLC?
SERRA VENTURES, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →