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Marc Allen Schulz

Osaic Wealth, Inc.

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About Marc Allen Schulz

Marc Schulz is a financial advisor with Osaic Wealth, Inc. Marc has been in the financial industry since 1998 and has a strong background in investments and financial planning. Marc holds the Series 7 and 66 licenses, and is also a Certified Financial Planner. Marc has experience working with a variety of clients, including individuals, families, and businesses. Marc is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

Firm Information

Marc Schulz is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

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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Marc Schulz’s Registration & Firm History

CO

06/14/2024 - Present

Osaic Wealth, Inc. (COLORADO SPRINGS CO)

CO

04/15/2016 - 06/14/2024

SECURITIES AMERICA, INC. (COLORADO SPRINGS CO)

NE

06/04/2002 - 04/15/2016

SMITH HAYES FINANCIAL SERVICES CORPORATION (OMAHA NE)

NE

08/06/1998 - 06/03/2002

KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)

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Licenses & Designations

BOTH

Issued 08/15/1998

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marc Allen Schulz.
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