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Craig Carvel Schultz

D.a. Davidson & Co.

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About Craig Carvel Schultz

Craig Carvel Schultz is a financial advisor with D.a. Davidson & Co. with 25 years of experience in the financial industry. Craig is registered to provide investment advice in 27 states and is licensed to offer securities products in 27 states. Craig has a strong background in providing financial planning services, pension consulting, educational seminars, and portfolio management for both individuals and businesses. Craig specializes in providing financial advice to high-net-worth individuals, charitable organizations, corporations and other businesses, individuals other than high-net-worth individuals, pension and profit-sharing plans, and state and municipal government entities.

Firm Information

Craig Schultz is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Schultz’s Registration & Firm History

UT

09/27/2002 - Present

D.a. Davidson & Co. (SOUTH JORDAN UT)

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Licenses & Designations

IA

Issued 09/24/2002

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 03/18/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/26/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Craig Carvel Schultz.
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