Thomas SchulzCRD Number: 4587983
Current Firm: Edward Jones
Thomas Schulz (CRD# 4587983) is an Investment Advisor Representative working at Edward Jones in Saint Louis, MO and has over 14 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Edward Jones||Des Peres, MO||Dec 2007 - Current||9|
|Self Employed||Florissant, MO||May 2006 - Dec 2007||1|
|Liberty Tax Service||Florissant, MO||Nov 2006 - May 2007||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)