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Jeffrey Chris Schultz

Sage Wealth Advisory

Willmar, MN

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Current Employers
Sage Wealth Advisory

Willmar, MN • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-06-07
MN RA APPROVED 2023-06-01
  • TX RA
    APPROVED_RES
    Since 2023-06-07
  • MN RA
    APPROVED
    Since 2023-06-01

Branch Locations

Willmar, MN • 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
Bremer Bank, National Association Willmar MN 02/2007 06/2023
Sage Wealth Advisory, Llc Willmar MN 12/2022 Present
  • 02/2007 → 06/2023
    Bremer Bank, National Association
    Willmar, MN
  • 12/2022 → Present
    Sage Wealth Advisory, Llc
    Willmar, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-06
S66 Uniform Combined State Law Examination 2004-09-02
  • S65 Uniform Investment Adviser Law Examination
    2023-01-06
  • S66 Uniform Combined State Law Examination
    2004-09-02

View on SEC IAPD

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