Shultz Financial Planning, LLC
Shultz Financial Planning, LLC (CRD# 153805) is a financial advisory firm headquartered in , . They manage $220,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management0MILLION
Total Number of Accounts6ACCOUNTS
Average Account Value$36,667
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kathy Shultz (CRD# 2825610) is an Investment Advisor Representative working at Shultz Financial Planning, LLC in Beaverton, OR and has over 13 years of experience in the finance industry.