Richard Shulman (CRD# 848060) is an Investment Advisor Representative working at Gb Associates, Inc. in Shoreview, MN and has over 10 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
CRD# 6665238
U.s. Bancorp Investments, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gb Associates, Inc. | Shoreview, MN | May 1982 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2014 |
- MN
-
Total Assets Under Management24MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$694,305
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
MN
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