Bryan SchulzCRD Number: 5376155
Current Firm: Zemenick & Walker Inc.
Bryan Schulz (CRD# 5376155) is an Investment Advisor Representative working at Zemenick & Walker Inc. in Saint Louis, MO and has over 10 years of experience in the finance industry. Bryan Schulz 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.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Zemenick & Walker, Inc.||St. Louis, MO||Mar 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management1,885MILLIONS
Total Number of Accounts179ACCOUNTS
Average Account Value$10,529,618
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IL, MO, TN, TX
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