John Schultz (CRD# 7180054) is an Investment Advisor Representative working at Forum Financial Management, LP in Lombard, IL and has over 4 years of experience in the finance industry.
CRD# 1955854
Cetera Investment Advisers LLC
CRD# 4973788
Polen Capital Management, LLC
CRD# 1338669
William Blair & Company LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Forum Financial Management, LP | Lombard, IL | Sep 2019 - Current | 4 |
Expedia Group | Denver, CO | Mar 2018 - Jan 2020 | 1 |
Zenpayroll (dba Gusto) | Denver, CO | Nov 2016 - Mar 2018 | 1 |
Extended Personal Travel | Denver, CO | Aug 2016 - Nov 2016 | < 1 |
Expedia Group | Chicago, IL | Jun 2014 - Aug 2016 | 2 |
Prophet Brand Strategy | Chicago, IL | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- CO
- TX
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Total Assets Under Management8,531MILLIONS
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Total Number of Accounts21,698ACCOUNTS
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Average Account Value$393,183
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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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