Schultz Retirement Income Solutions, Inc.

Schultz Retirement Income Solutions, Inc. (CRD# 158577) is a financial advisory firm headquartered in Rockland, ME. They manage $14,832,013 in 203 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    203
    ACCOUNTS
  • Average Account Value
    $73,064
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • 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.

ME

Financial Advisors at Schultz Retirement Income Solutions, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Nancy L. Schultz
CRD#: 4318143
33 Park Street, Ste 102, 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 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.