Nancy Schulze, financial advisor Dallas TX
93 score

Nancy Schulze

CRD Number: 5568490
Current Firm: Cambridge Investment Research Advisors, Inc.

Nancy Schulze (CRD# 5568490) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Dallas, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Inc. Fairfield, IA Jun 2013 - Current 3
Cambridge Investment Research Advisors Inc. Fairfield, IA Jun 2013 - Current 3
Literacy Instruction For Texas (lift) Dallas, TX May 2009 - Current 7
North Dallas Investment Grou, Inc. Richardson, TX Dec 2006 - Current 10
Ch Wealth Management, LLC Richardson, TX Dec 2006 - Current 10
White Rock Joint Venture, LP Richardson, TX Jan 2001 - Current 15
Chapman Hext Investments, LLC Richardson, TX Jan 2001 - Current 15
White Rock Advisors, LLC Richardson, TX Jan 2001 - Current 15
Nschulze, LLC Richardson, TX Jan 2001 - Current 15
Chapman Hext & Company, P.c. Richardson, TX Feb 1992 - Current 24
Berthel Fisher & Company Financial Services, Inc. Richardson, TX Jun 2009 - Jun 2013 4
Vsr Advisory Services Overland Park, KS Jan 2009 - Jun 2009 < 1
Vsr Financial Services, Inc. Overland Park, KS Jul 2008 - Jun 2009 < 1
Ch Wealth Management, LLC Richardson, TX Jun 2007 - Dec 2008 1
White Rock Advisors, LLC Richardson, TX Jan 2007 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Nancy E. Schulze
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    25,187
    MILLIONS
  • Total Number of Accounts
    152,412
    ACCOUNTS
  • Average Account Value
    $165,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Market timing services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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