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Patrick John Schultz

Empower Financial Services, Inc.

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About Patrick John Schultz

Patrick John Schultz is a financial advisor with Empower Financial Services, Inc.. Patrick has been in the industry since July 27, 2014. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 63 and SIE licenses. Patrick is registered in 52 states and the District of Columbia. Patrick has been registered with Empower Financial Services, Inc. since September 1, 2015. Prior to that, Patrick was registered with Woodbury Financial Services, Inc. and Signator Investors, Inc..

Firm Information

Patrick Schultz is currently registered with Empower Financial Services, Inc.. Empower Financial Services, Inc. is a Corporation formed in 1984-10-12. It is registered in 53 states and has been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

1,120

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.

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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Patrick Schultz’s Registration & Firm History

WI

09/01/2015 - Present

Empower Financial Services, Inc. (Milwaukee WI)

WI

01/14/2015 - 08/24/2015

WOODBURY FINANCIAL SERVICES, INC. (MENOMONEE FALLS WI)

WI

07/21/2014 - 01/30/2015

SIGNATOR INVESTORS, INC. (BROOKFIELD WI)

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Licenses & Designations

BC

Issued 08/25/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick John Schultz.
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