Schulz Financial, LLC

Schulz Financial, LLC (CRD# 126820) is a financial advisory firm headquartered in , . They manage $8,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $100,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
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.

TX

Financial Advisors at Schulz Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Rodney R. Schulz
CRD#: 4544517
Houston, TX
73
Wealthminder
score

Rodney Schulz (CRD# 4544517) is an Investment Advisor Representative working at Schulz Financial, LLC in Houston, TX and has over 14 years of experience in the finance industry.

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