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Vicki Paula Schultz

SCHULTZ FINANCIAL GROUP INCORPORATED·RENO, Nevada
Unclaimed Profile
5190 NEIL ROAD, RENO, NV 89502CRD# 1223391Firm CRD# 108724
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SCHULTZ FINANCIAL GROUP INCORPORATED
SCHULTZ FINANCIAL GROUP INCORPORATED
AUM
$194M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SCHULTZ FINANCIAL GROUP INCORPORATED →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1223391
Firm CRD# 108724
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Andrew Tyson Arnedt — PILGRIM GLOBAL ADVISORS LLCMatthew A Foertsch — ATHENA WEALTH MANAGEMENT, LLCRussell Corey Schultz — SCHULTZ FINANCIAL GROUP INCORPORATEDDean Edward Kasparian — BELPOINTE ASSET MANAGEMENT LLCTodd Christopher Ganos — INTEGRATED WEALTH COUNSEL, LLC
Nearby cities in Nevada
LAS VEGAS (195)HENDERSON (31)INCLINE VILLAGE (26)SPARKS (7)CARSON CITY (6)
City Guides
LAS VEGAS GuideHENDERSON GuideINCLINE VILLAGE GuideSPARKS GuideCARSON CITY Guide
Research
Advisor Fees in NevadaNational Fee Analysis
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