Nancy Schultz (CRD# 4318143) is an Investment Advisor Representative working at Schultz Retirement Income Solutions, Inc. in Rockland, ME and has over 23 years of experience in the finance industry.
CRD# 4517189
Apollon Wealth Management, LLC
CRD# 4214698
Commonwealth Financial Network
CRD# 5317004
Marshall Point Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J Edward Knight Senior Advantage, LLC | Rockland, ME | Jun 2021 - Current | 2 |
| Schultz Retirement Income Solutions, Inc. | Rockland, ME | Nov 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2001 |
- ME
-
Total Assets Under Management27MILLIONS
-
Total Number of Accounts200ACCOUNTS
-
Average Account Value$133,025
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
ME
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