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Russell Corey Schultz

SCHULTZ FINANCIAL GROUP INCORPORATED·RENO, Nevada
Clean record32 years registeredSCHULTZ FINANCIAL GROUP INCORPORATED
5190 NEIL ROAD, RENO, NV 89502CRD# 733097Firm CRD# 108724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Corey Schultz · RENO, NV
Registration
CRD #733097 · SCHULTZ FINANCIAL GROUP INCORPORATED · 32 years registered
Brand Profile
Not yet started
01

Career History

SCHULTZ FINANCIAL GROUP INCORPORATED
May 2011 – present
SCHULTZ FINANCIAL GROUP INCORPORATED
Sep 1993 – Jun 2007
RENO, NV
02

Registrations & Exams

Registration record
First registered · September 8, 1993
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHULTZ FINANCIAL GROUP INCORPORATED
CRD 108724 · SEC 801-18297
AUM
$194M
Regulatory assets under management
Employees
6
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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05

Frequently Asked Questions

What services does Russell Corey Schultz offer?
Russell Corey Schultz specializes in Financial Planning, Investment Management. Contact their office in RENO, Nevada for a consultation.
What are Russell Corey Schultz's credentials?
Russell Corey Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Corey Schultz located?
Russell Corey Schultz is based in RENO, Nevada, working with SCHULTZ FINANCIAL GROUP INCORPORATED. Their office serves clients in the RENO metropolitan area and surrounding communities.
How does Russell Corey Schultz charge for services?
Russell Corey Schultz'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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Other Advisors at SCHULTZ FINANCIAL GROUP INCORPORATED

Jennifer Leigh Specter
RENO, NV
Clarissa Lynn Alesevich
RENO, NV
Vicki Paula Schultz
RENO, NV
Alyssa Jane Dalbey
RENO, NV
Kristina Ellen Mccabe
RENO, NV

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Research
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