Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Keith Schultz is a financial advisor at Cambridge Investment Research Advisors, Inc. Brian has been a registered representative since 1993 and has experience in the financial services industry. Brian holds the Series 6, 7, and 66 securities licenses and is a Chartered Financial Consultant. Brian specializes in working with individuals, high net worth individuals, pension and profit sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
10/01/2014 - Present
Cambridge Investment Research Advisors, Inc. (DAYTON OH)
OH
09/30/2005 - 10/01/2014
SIGMA FINANCIAL CORPORATION (DAYTON OH)
OH
12/13/1999 - 10/05/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IN
10/20/1997 - 12/10/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/20/1997 - 12/10/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
04/11/1994 - 10/14/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
09/13/1993 - 04/07/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 08/04/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Schultz is the right advisor for you? Invested Better is here to help.
