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
Resources Investment Advisors
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Company | Grand Island, NE | Feb 2014 - Current | 3 |
| Princor Financial Services Corporation | Grand Island, NE | Feb 2014 - Current | 3 |
| 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
-
Total Assets Under Management1,622MILLIONS
-
Total Number of Accounts15,486ACCOUNTS
-
Average Account Value$104,766
- 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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.