Unclaimed Profile

Vicki Paula Schultz

SCHULTZ FINANCIAL GROUP INCORPORATED·RENO, Nevada

Clean recordSCHULTZ FINANCIAL GROUP INCORPORATED

5190 NEIL ROAD, RENO, NV 89502CRD# 1223391Firm CRD# 108724

Profile Verification

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

Identity

Vicki Paula Schultz · RENO, NV

Registration

CRD #1223391 · SCHULTZ FINANCIAL GROUP INCORPORATED

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Vicki Paula Schultz is a registered financial advisor based in RENO, Nevada, affiliated with SCHULTZ FINANCIAL GROUP INCORPORATED. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SCHULTZ FINANCIAL GROUP INCORPORATED

AUM

$194M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SCHULTZ FINANCIAL GROUP INCORPORATED →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1223391

Firm CRD# 108724

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Vicki Paula Schultz offer?

Vicki Paula Schultz specializes in Financial Planning, Investment Management. Contact their office in RENO, Nevada for a consultation.

What are Vicki Paula Schultz's credentials?

Vicki Paula Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vicki Paula Schultz located?

Vicki Paula 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 Vicki Paula Schultz charge for services?

Vicki Paula 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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