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Sharyl Lee Schultz

Redhawk Wealth Advisors, Inc.

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About Sharyl Lee Schultz

Sharyl Lee Schultz is a financial advisor with over 30 years of experience in the industry. Sharyl is currently registered with Redhawk Wealth Advisors, Inc. and has a Series 63 and Series 65 license. Sharyl is a registered investment advisor in Minnesota and Texas. Sharyl is a strong advocate for her clients and their financial goals. Sharyl specializes in financial planning, pension consulting, and portfolio management for individuals. Sharyl also holds a Series 22 and Series 6 license. Sharyl has previously worked for firms like Fortas Investors, Inc, Boardwalk Capital Corporation, Chubb Securities Corporation, Mutual Service Corporation and E.I. Sales, Inc. Sharyl has a strong understanding of the financial markets and is dedicated to providing her clients with the highest level of service.

Firm Information

Sharyl Schultz is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Sharyl Schultz’s Registration & Firm History

AZ

09/06/2024 - Present

Redhawk Wealth Advisors, Inc. (MARICOPA AZ)

NA

12/03/1991 - 12/31/1992

FORTIS INVESTORS, INC.

NA

05/18/1989 - 12/13/1989

BOARDWALK CAPITAL CORPORATION

NA

03/17/1989 - 05/08/1989

CHUBB SECURITIES CORPORATION

NA

03/24/1986 - 12/31/1988

MUTUAL SERVICE CORPORATION

NA

12/18/1985 - 03/25/1986

E.I. SALES, INC.

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Licenses & Designations

IA

Issued 11/16/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/24/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/17/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sharyl Lee Schultz.
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