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Michelle Spies Schulz

SCHULZ WEALTH, LTD.·MANSFIELD, Texas
Clean recordSCHULZ WEALTH, LTD.
1752 BROAD PARK CIRCLE NORTH, MANSFIELD, TX 76063CRD# 6273480Firm CRD# 172194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Spies Schulz · MANSFIELD, TX
Registration
CRD #6273480 · SCHULZ WEALTH, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michelle Spies Schulz is a registered financial advisor based in MANSFIELD, Texas, affiliated with SCHULZ WEALTH, LTD.. 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
Introduction

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03

Firm Overview

Firm
SCHULZ WEALTH, LTD.
SCHULZ WEALTH, LTD.
AUM
$321M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SCHULZ WEALTH, LTD. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6273480
Firm CRD# 172194
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michelle Spies Schulz offer?
Michelle Spies Schulz specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Texas for a consultation.
What are Michelle Spies Schulz's credentials?
Michelle Spies Schulz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Spies Schulz located?
Michelle Spies Schulz is based in MANSFIELD, Texas, working with SCHULZ WEALTH, LTD.. Their office serves clients in the MANSFIELD metropolitan area and surrounding communities.
How does Michelle Spies Schulz charge for services?
Michelle Spies Schulz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHULZ WEALTH, LTD.?
SCHULZ WEALTH, LTD. has approximately 3 employees and manages $321M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHULZ WEALTH, LTD.

Austin M Smith
MANSFIELD, TX
Robert Rankin Schulz
MANSFIELD, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)
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Research
Advisor Fees in TexasNational Fee Analysis
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