Schultz Financial Group Incorporated

Schultz Financial Group Incorporated (CRD# 108724) is a financial advisory firm headquartered in Reno, NV. They manage $177,364,986 in 424 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    177
    MILLION
  • Total Number of Accounts
    424
    ACCOUNTS
  • Average Account Value
    $418,314
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
The map below shows states where this firm has explicit registration only.

CA, MI, NH, NV, TX

Financial Advisors at Schultz Financial Group Incorporated
Showing 1 - 5 of 5 top financial advisors.
1
Clarissa L. Alesevich
CRD#: 4862651
5190 Neil Road, Suite 450, Reno, NV 89502

Clarissa Alesevich (CRD# 4862651) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 19 years of experience in the finance industry.

2
Alyssa J. Dalbey
CRD#: 6845470
5190 Neil Road, Suite 450, Reno, NV 89502

Alyssa Dalbey (CRD# 6845470) 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.

3
Russell C. Schultz
CRD#: 733097
5190 Neil Road, Suite 450, Reno, NV 89502

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.

4
Vicki P. Schultz
CRD#: 1223391
5190 Neil Road, Suite 450, Reno, NV 89502

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.

5
Jennifer L. Specter
CRD#: 2988118
5190 Neil Road, Suite 450, Reno, NV 89502

Jennifer Specter (CRD# 2988118) is an Investment Advisor Representative working at Schultz Financial Group Incorporated in Reno, NV and has over 24 years of experience in the finance industry.

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