Schultz Financial Group Incorporated

Schultz Financial Group Incorporated (CRD# 108724) is a financial advisory firm headquartered in Reno, NV. They manage $179,188,919 in 458 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    179
    MILLION
  • Total Number of Accounts
    458
    ACCOUNTS
  • Average Account Value
    $391,242
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NV, TX

Financial Advisors at Schultz Financial Group Incorporated
Showing 1 - 5 of 5 top financial advisors.
1
Clarissa L. Alesevich
CRD#: 4862651
10765 Double R Blvd, Suite 200, Reno, NV 89521

Clarissa Alesevich (CRD# 4862651) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 16 years of experience in the finance industry.

2
Russell C. Schultz
CRD#: 733097
10765 Double R Blvd, Suite 200, Reno, NV 89521

Russell Schultz (CRD# 733097) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has 1 year of experience in the finance industry. Russell Schultz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Vicki P. Schultz
CRD#: 1223391
10765 Double R Blvd, Suite 200, Reno, NV 89521

Vicki Schultz (CRD# 1223391) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has 1 year of experience in the finance industry. Vicki Schultz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Jennifer L. Specter
CRD#: 2988118
10765 Double R Blvd, Suite 200, Reno, NV 89521

Jennifer Specter (CRD# 2988118) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 21 years of experience in the finance industry.

5
Alyssa J. Yocom
CRD#: 6845470
10765 Double R Blvd, Suite 200, Reno, NV 89521

Alyssa Yocom (CRD# 6845470) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 2 years of experience in the finance industry. Alyssa Yocom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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