Vicki Schultz, financial advisor Reno NV
90 score

Vicki Schultz

CRD Number: 1223391
Current Firm: Schultz Financial Group Incorporated

Vicki Schultz (CRD# 1223391) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has 1 year of experience in the finance industry. Vicki Schultz 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.

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Professional Designations
Company Name Location Dates Years
Schultz Financial Group Incorporated Reno, NV Aug 1983 - Current 33

Vicki Schultz has no recent exams reported.
Contact Info for Vicki P. Schultz
Phone Number: 775-850-5620
Firm Website: http://www.sfginc.com
Registered State(s):
  • CA
  • TX
  • NV
By the Numbers
  • Total Assets Under Management
    206
    MILLIONS
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $439,602
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NV, TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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