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Clarissa Lynn Alesevich

Schultz Financial Group Inc.

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About Clarissa Lynn Alesevich

Clarissa Lynn Alesevich is an Investment Advisor Representative at Schultz Financial Group Inc. Clarissa has been in the financial services industry since 2013. Clarissa is licensed to provide investment advice in Nevada. Clarissa has a Series 65 license and specializes in financial planning, selection of other advisers, and portfolio management for individuals. Clarissa is registered with the state of Nevada and is not registered with FINRA or other self-regulatory organizations.

Firm Information

Clarissa Alesevich is currently registered with Schultz Financial Group Inc.. Schultz Financial Group Inc. is an investment advisor headquartered in RENO, NV. The firm manages $193,526,938 in regulatory assets for 470 clients. They offer financial planning, portfolio management for individuals and selection of other advisors. Schultz Financial Group Inc. primarily serves high-net-worth individuals and individuals other than high-net-worth. They also serve charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Schultz Financial Group Inc.

5190 NEIL ROAD

RENO, NV 89502

$193.53M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Clarissa Alesevich’s Registration & Firm History

NV

03/15/2017 - Present

Schultz Financial Group Inc. (RENO NV)

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Licenses & Designations

IA

Issued 08/25/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Clarissa Lynn Alesevich.
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