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John Michael Shultz

Slavic Mutual Funds Management Corp.

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About John Michael Shultz

John Michael Shultz is an investment advisor representative registered with Slavic Mutual Funds Management Corp. John Michael Shultz has been in the industry for over 10 years and has experience with Slavic Investment Corporation and UBS Financial Services Inc. John Michael Shultz offers financial planning, pension consulting, and portfolio management for individuals. John Michael Shultz is registered to provide investment advisory services in Colorado, Delaware, Minnesota, Oregon, and Texas.

Firm Information

John Shultz is currently registered with Slavic Mutual Funds Management Corp.. Slavic Mutual Funds Management Corp. is a Boca Raton, Florida-based investment advisor with approximately $1 billion to $10 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and other clients. Slavic Mutual Funds Management Corp. participates in wrap fee programs.
Slavic Mutual Funds Management Corp.

1075 BROKEN SOUND PARKWAY NW

BOCA RATON, FL 33487-3540

$5.59B

Assets Under Management

Not reported

Total Clients

11

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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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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John Shultz’s Registration & Firm History

FL

09/17/2018 - Present

Slavic Mutual Funds Management Corp. (BOCA RATON FL)

FL

08/20/2015 - 11/08/2019

SLAVIC INVESTMENT CORPORATION (BOCA RATON FL)

AZ

08/23/2011 - 08/19/2015

UBS FINANCIAL SERVICES INC. (PHOENIX AZ)

AZ

06/21/2011 - 08/24/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)

AZ

03/07/2011 - 05/23/2011

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

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Licenses & Designations

IA

Issued 09/24/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 07/06/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/01/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Michael Shultz.
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