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Bryan Leon Schulz

Zemenick & Walker Inc

St Louis, MO

CRD 5376155

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Employer firm

Zemenick & Walker Inc CRD 108670

$2.63B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Zemenick & Walker Inc

1401 S. Brentwood Blvd., Suite 550, St Louis, MO 63144 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2007-12-03
MO RA APPROVED 2007-12-03
  • IL RA
    APPROVED
    Since 2007-12-03
  • MO RA
    APPROVED
    Since 2007-12-03

Branch Locations

1401 S. Brentwood Blvd., Suite 550, St Louis, MO 63144 • 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
Zemenick & Walker, Inc. St. Louis MO 03/2001 Present
Other Businesses

Business: Bethel United Methodist Church Address: 63 West Main St., Mascoutah, IL 62258 Position: Finance Director/Unpaid Volunteer Start Date: January 2017 Hours/Month Spent: ~5 hours all non-work hours per month Hours/Trading Hours: ~10 minutes per month Duties: In addition to monitoring and preparing the annual budget, I also manage the church's endowment fund. The Endowment Fund is custodied at Charles Schwab through the Zemenick & Walker, Inc. master accounts. However, the account is not considered a client of Zemenick & Walker, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-06-02
  • S65 Uniform Investment Adviser Law Examination
    2007-06-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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