Unclaimed Profile

Clarissa Lynn Alesevich

SCHULTZ FINANCIAL GROUP INCORPORATED·RENO, Nevada

Series 65Clean record21 years registeredSCHULTZ FINANCIAL GROUP INCORPORATED

10765 DOUBLE R BLVD, RENO, NV 89521CRD# 4862651Firm CRD# 108724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Clarissa Lynn Alesevich · RENO, NV

Registration

CRD #4862651 · SCHULTZ FINANCIAL GROUP INCORPORATED · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SCHULTZ FINANCIAL GROUP INCORPORATED

SCHULTZ FINANCIAL GROUP INCORPORATED

Mar 2017 – Dec 2025

RENO, NV

SCHULTZ FINANCIAL GROUP INCORPORATED

Sep 2004 – Nov 2012

RENO, NV

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 27, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SCHULTZ FINANCIAL GROUP INCORPORATED

CRD 108724 · SEC 801-18297

AUM

$194M

Regulatory assets under management

Employees

470 client accounts

Services offered by SCHULTZ FINANCIAL GROUP INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SCHULTZ FINANCIAL GROUP INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Clarissa Lynn Alesevich offer?

Clarissa Lynn Alesevich specializes in Financial Planning, Investment Management.

What are Clarissa Lynn Alesevich's credentials?

Clarissa Lynn Alesevich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Clarissa Lynn Alesevich located?

Clarissa Lynn Alesevich is based in RENO, Nevada, last registered with SCHULTZ FINANCIAL GROUP INCORPORATED.

How does Clarissa Lynn Alesevich charge for services?

Clarissa Lynn Alesevich's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SCHULTZ FINANCIAL GROUP INCORPORATED?

SCHULTZ FINANCIAL GROUP INCORPORATED has approximately 6 employees and manages $194M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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