Schultz Financial Group Incorporated

Schultz Financial Group Incorporated (CRD# 108724) is a financial advisory firm headquartered in Reno, NV. They manage $206,173,273 in 469 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    206
    MILLION
  • Total Number of Accounts
    469
    ACCOUNTS
  • Average Account Value
    $439,602
Compensation Options
  • 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 pooled investment vehicles (other than investment companies)
  • 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
Kristina E. McCabe
CRD#: 5679276
10765 Double R Blvd, Suite 200, Reno, NV 89521
93
Wealthminder
score

Kristina McCabe (CRD# 5679276) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 6 years of experience in the finance industry. Kristina McCabe 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.

2
Russell C. Schultz
CRD#: 733097
10765 Double R Blvd, Suite 200, Reno, NV 89521
90
Wealthminder
score

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
90
Wealthminder
score

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
90
Wealthminder
score

Jennifer Specter (CRD# 2988118) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 18 years of experience in the finance industry.

5
Dong-joon Lee
CRD#: 6090737
10765 Double R Blvd, Suite 200, Reno, NV 89521
78
Wealthminder
score

Dong-joon Lee (CRD# 6090737) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 5 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.