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Chad C Shoultz

Financial Planning & Management, LLC

Indialantic, FL

CRD 3085949

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Employer firm

Financial Planning & Management, LLC CRD 133726

$17.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Planning & Management, Llc

Indialantic, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-04
  • FL RA
    APPROVED
    Since 2025-12-04

Branch Locations

Indialantic, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Planning & Management, Llc Indialantic FL 07/2012 Present
Previous Registrations
  • 2004-07-07 → 2005-12-13
    Uvest Financial Services Group, Inc.
    Melbourne, FL
Other Businesses

Licensed INSURANCE AGENT, LESS THAN 1% OF MY TIME

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-19
  • S63 Uniform Securities Agent State Law Examination
    1998-08-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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