Charles SchulzCRD Number: 6182022
Current Firm: Krilogy Financial LLC
Charles Schulz (CRD# 6182022) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Krilogy Financial LLC||Creve Couer, MO||Apr 2013 - Current||3|
|Grand Cru Restaurant||Columbia, MO||Sep 2011 - Dec 2012||1|
|University Of Missouri||Columbia, MO||Aug 2007 - Dec 2012||5|
|Student||Columbia, MO||Sep 2002 - Jul 2007||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2013|
Total Assets Under Management509MILLIONS
Total Number of Accounts3,676ACCOUNTS
Average Account Value$138,493
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
AL, CA, CO, FL, IL, KS, KY, LA, MO, NC, NE, OH, SC, TN, TX, VA, WA