Jerilynn Schultz, financial advisor Washington IA
89 score

Jerilynn Schultz

CRD Number: 6205729
Current Firm: Honkamp Krueger Financial Services Inc.

Jerilynn Schultz (CRD# 6205729) is an Investment Advisor Representative working at Honkamp Krueger Financial Services Inc. in Washington, IA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Proequities, Inc. Washington, IA Jun 2013 - Current 3
Honkamp Krueger Financial Services Washington, IA May 2013 - Current 3
Latta, Harris, Hanon, Penningroth, LLP Washington, IA Nov 2010 - Current 6
Graf And Company Fairfield, IA Jun 2000 - Nov 2010 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Jerilynn W. Schultz
Phone Number: 563-582-2855
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    2,334
    MILLIONS
  • Total Number of Accounts
    7,100
    ACCOUNTS
  • Average Account Value
    $328,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, KY, MA, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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