Matthew Schultz, financial advisor Grand Island NE
89 score

Matthew Schultz

CRD Number: 6303722
Current Firm: Principal Securities, Inc.

Matthew Schultz (CRD# 6303722) is an Investment Advisor Representative working at Principal Securities, Inc. in Grand Island, NE and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Insurance Company Grand Island, NE Feb 2014 - Current 2
Princor Financial Services Corporation Grand Island, NE Feb 2014 - Current 2
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
Contact Info for Matthew R. Schultz
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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