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Robert Rankin Schulz

SCHULZ WEALTH, LTD.·MANSFIELD, Texas
SIE, Series 6, Series 7, Series 24, Series 63CFPClean record30 years registeredSCHULZ WEALTH, LTD.
1752 BROAD PARK CIRCLE NORTH, MANSFIELD, TX 76063CRD# 2664834Firm CRD# 172194

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Rankin Schulz · MANSFIELD, TX
Registration
CRD #2664834 · SCHULZ WEALTH, LTD. · 30 years registered
Brand Profile
Not yet started
01

Career History

SCHULZ WEALTH, LTD.
Sep 2014 – present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Oct 2006 – Oct 2014
MANSFIELD, TX
SIGNAL SECURITIES, INC.
Jan 2003 – Oct 2006
ARLINGTON, TX
PRINCOR FINANCIAL SERVICES CORPORATION
Nov 1995 – Dec 2002
ARLINGTON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 24
Series 63
Registration record
First registered · November 21, 1995
Years registered · 30
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHULZ WEALTH, LTD.
CRD 172194 · SEC 801-113536
AUM
$321M
Regulatory assets under management
Employees
3
497 client accounts
Services offered by SCHULZ WEALTH, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SCHULZ WEALTH, LTD. →
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05

Frequently Asked Questions

What services does Robert Rankin Schulz offer?
Robert Rankin Schulz specializes in Financial Planning, Investment Management. Contact their office in MANSFIELD, Texas for a consultation.
What are Robert Rankin Schulz's credentials?
Robert Rankin Schulz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Robert Rankin Schulz located?
Robert Rankin 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 Robert Rankin Schulz charge for services?
Robert Rankin 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

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