Timothy Schulze, financial advisor Creve Coeur MO

Timothy Schulze

CRD Number: 2068348
Current Firm: Waddell & Reed

Timothy Schulze (CRD# 2068348) is an Investment Advisor Representative working at Waddell & Reed in Creve Coeur, MO and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Tart Limited Partnership Kirkwood, MO Dec 2014 - Current 6
Waddell & Reed, Inc. Creve Coeur, MO May 2014 - Current 6
Various Insurance Carriers For W&r Insurance Agencies Kirkwood, MO May 2014 - Current 6
Edward Jones St Louis, MO Oct 2013 - May 2014 < 1
Telemet Americas Alexandria, VA May 2013 - Oct 2013 < 1
Unemployed St Louis, MO Dec 2012 - May 2013 < 1
Thomson Reuters St Louis, MO Mar 2001 - Dec 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Timothy B. Schulze
Phone Number: 913-236-2000
Registered State(s):
  • FL
  • IL
  • MO
  • NJ
By the Numbers
  • Total Assets Under Management
    26,947
    MILLIONS
  • Total Number of Accounts
    180,314
    ACCOUNTS
  • Average Account Value
    $149,446
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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