Schultz Retirement Income Solutions, Inc.

Schultz Retirement Income Solutions, Inc. (CRD# 158577) is a financial advisory firm headquartered in Rockland, ME. They manage $13,567,090 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $70,662
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
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.

ME

Financial Advisors at Schultz Retirement Income Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Nancy L. Schultz
CRD#: 4318143
147 Park Street, Rockland, ME 04841
93
Wealthminder
score

Nancy Schultz (CRD# 4318143) is an Investment Advisor Representative working at Schultz Retirement Income Solutions, Inc. in Rockland, ME and has over 16 years of experience in the finance industry.

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