Brandon Schultz, financial advisor Tulsa OK

Brandon Schultz

CRD Number: 6566556
Current Firm: Cetera Advisor Networks LLC

Brandon Schultz (CRD# 6566556) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Tulsa, OK and has over 2 years of experience in the finance industry.

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Financial Security Investment Management Corporaton
Company Name Location Dates Years
Summit Financial Group Tulsa, OK Aug 2020 - Current 1
Cetra Networks Advisors, LLC El Segundo, CA Aug 2020 - Current 1
Unemployed Tulsa, OK Mar 2020 - Jul 2020 < 1
Tulsa Teachers Credit Union Tulsa, OK Oct 2019 - Feb 2020 < 1
Edward Jones St Louis, MO Dec 2018 - Sep 2019 < 1
Forrest Ridge Country Club Broken Arrow, OK Sep 2018 - Dec 2018 < 1
Unemployed Broken Arrow, OK Jun 2018 - Aug 2018 < 1
Mcpherson Country Club Mcpherson, KS Jan 2016 - May 2018 2
First Bank Kansas Mcpherson, KS Oct 2016 - Apr 2018 1
Long And Associates Pa Salina, KS Feb 2016 - Jul 2016 < 1
Kathy White Cpa Salina, OK Jan 2016 - Feb 2016 < 1
Cetera Networks Advisors, LLC El Segundo, CA Oct 2015 - Dec 2015 < 1
Summit Financial Group Tulsa, OK Sep 2015 - Dec 2015 < 1
Unemployed Broken Arrow, OK Jun 2015 - Sep 2015 < 1
Macpherson Country Club Macpherson, KS Oct 2014 - May 2015 < 1
Bethany College Lindsborg, KS Aug 2013 - May 2015 1
Emerald Fall Broken Arrow, OK May 2012 - Jul 2013 1
Unemployed Broken Arrow, OK Jan 2005 - May 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2019
Contact Info for Brandon Schultz
Phone Number: 310-326-3100
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    25,817
    MILLIONS
  • Total Number of Accounts
    81,004
    ACCOUNTS
  • Average Account Value
    $318,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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