Brandon SchultzCRD 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.
Burkholder Wealth Management
Bok Financial Advisors
Financial Security Investment Management Corporaton
|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|
Total Assets Under Management25,817MILLIONS
Total Number of Accounts81,004ACCOUNTS
Average Account Value$318,708
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.