Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Michael Shultz is a registered investment advisor representative with Nisa Investment Advisors, LLC, a firm based in Saint Louis, Missouri. Kevin is currently registered with the state of Missouri. Prior to working at Nisa Investment Advisors, LLC, Kevin worked at EDWARD JONES. Kevin has a Series 7 and Series 66 securities license, is a Chartered Financial Analyst and is a member of the industry for over 14 years.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Other appropriate measure of program size
1
2
MO
07/14/2014 - Present
Nisa Investment Advisors, LLC (ST. LOUIS MO)
MO
06/06/2008 - 07/26/2011
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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