Matthew Schultz (CRD# 6303722) is an Investment Advisor Representative working at Principal Securities, Inc. in Grand Island, NE and has over 3 years of experience in the finance industry.
CRD# 808930
Allen Capital Group, LLC
Score
96
CRD# 4581548
Allen Capital Group, LLC
Score
96
CRD# 1162340
Independent Financial Partners
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Grand Island, NE | Feb 2014 - Current | 4 |
| Princor Financial Services Corporation | Grand Island, NE | Feb 2014 - Current | 4 |
| Unemployed | Grand Island, NE | Nov 2013 - Feb 2014 | < 1 |
| Bosselman Companies | Grand Island, NE | Apr 2012 - Nov 2013 | 1 |
| Play It Again Sports | Grand Island, NE | Jul 2002 - Sep 2012 | 10 |
| Sullivan Land Resources | Oklahoma City, OK | Jun 2011 - Mar 2012 | < 1 |
| Lambda Chi Alpha Fraternity | Indianapolis, IN | Jun 2009 - May 2011 | 1 |
| Farmers Insurance Co | Oklahoma City, OK | Jun 2008 - May 2009 | < 1 |
| Oklahoma City Univ | Oklahoma City, OK | Aug 2005 - May 2009 | 3 |
| Oklahoma City University | Oklahoma City, OK | Aug 2005 - May 2009 | 3 |
| Smb Inc. | Grand Island, NE | May 2005 - Aug 2008 | 3 |
| Comprehensive Design Solutions | Lincoln, NE | May 2006 - Mar 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- NE
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Total Assets Under Management1,916MILLIONS
-
Total Number of Accounts17,630ACCOUNTS
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Average Account Value$108,691
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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