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Vicki Paula Schultz

Schultz Financial Group Inc.

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About Vicki Paula Schultz

Vicki Schultz is a registered investment advisor representative at Schultz Financial Group Inc., a firm that provides financial planning, selection of other advisors, and portfolio management for individuals. Vicki has been in the industry since August 1983 and holds the Series 7 license. Vicki is a Certified Financial Planner and is also a member of the University of Nevada, Reno Foundation investment committee.

Firm Information

Vicki Schultz is currently registered with Schultz Financial Group Inc.. Schultz Financial Group Inc. is an investment advisor headquartered in RENO, NV. The firm manages $193,526,938 in regulatory assets for 470 clients. They offer financial planning, portfolio management for individuals and selection of other advisors. Schultz Financial Group Inc. primarily serves high-net-worth individuals and individuals other than high-net-worth. They also serve charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
Schultz Financial Group Inc.

5190 NEIL ROAD

RENO, NV 89502

$193.53M

Assets Under Management

Not reported

Total Clients

5

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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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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Vicki Schultz’s Registration & Firm History

NV

02/21/2003 - Present

Schultz Financial Group Inc. (RENO NV)

NA

02/24/1984 - 11/19/1984

TITAN CAPITAL CORPORATION

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Licenses & Designations

BC

Issued 02/18/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vicki Paula Schultz.
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