Unclaimed Profile

Vicki Paula Schultz

SCHULTZ FINANCIAL GROUP INCORPORATED·RENO, Nevada

Series 7Clean record32 years registeredSCHULTZ 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 · 32 years registered

Brand Profile

Not yet started

Career History

SCHULTZ FINANCIAL GROUP INCORPORATED

Aug 1993 – present

SIERRA NEVADA INVESTMENT MANAGEMENT

Nov 2000 – Jul 2003

RENO, NV

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · August 27, 1993

Years registered · 32

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 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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