Ronald Schulze (CRD# 1451302) is an Investment Advisor Representative working at Ronald Ray Schulze in Yorktown, TX and has over 38 years of experience in the finance industry. Ronald Schulze has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2543419
Edward Jones
CRD# 3222090
Kmc Wealth Management, LLC
CRD# 1811202
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ronald Ray Schulze | Houston/boerne/el Paso, TX | Mar 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1986 |
- TX
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts30ACCOUNTS
-
Average Account Value$213,278
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Market timing services
TX
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