Unclaimed Profile

Kristina Ellen Mccabe

SCHULTZ FINANCIAL GROUP INCORPORATED·RENO, Nevada

Series 63Clean record12 years registeredSCHULTZ FINANCIAL GROUP INCORPORATED

10765 DOUBLE R BLVD, RENO, NV 89521CRD# 5679276Firm CRD# 108724

Profile Verification

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

Identity

Kristina Ellen Mccabe · RENO, NV

Registration

CRD #5679276 · SCHULTZ FINANCIAL GROUP INCORPORATED · 12 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

Dec 2013 – Jun 2017

RENO, NV

Registrations & Exams

FINRA examinations passed

Series 63

Registration record

First registered · December 6, 2013

Years registered · 12

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 Kristina Ellen Mccabe offer?

Kristina Ellen Mccabe specializes in Financial Planning, Investment Management.

What are Kristina Ellen Mccabe's credentials?

Kristina Ellen Mccabe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristina Ellen Mccabe located?

Kristina Ellen Mccabe is based in RENO, Nevada, last registered with SCHULTZ FINANCIAL GROUP INCORPORATED.

How does Kristina Ellen Mccabe charge for services?

Kristina Ellen Mccabe'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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