Mitchell G Schultze

Current Employers

Employment History

• 10/2012 → 08/2023
  Securian Financial Services Inc
  St Paul, MN
• 10/2012 → 08/2023
  Minnesota Life Insurance Co
  St Paul, MN
• 10/2012 → Present
  Heritage Financial Services
  Norfolk, NE
• 08/2023 → Present
  Cetera Wealth Services, Llc
  Norfolk, NE
• 08/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Schultze Financial Llc
  Norfolk, NE

Previous Registrations

• 2013-02-20 → 2023-08-10
  Securian Financial Services, Inc.
  Norfolk, NE
  St. Paul, MN

Other Businesses

1) NORTHEAST COMMUNITY COLLEGE POSITION: Employee NATURE: Employee INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: , Norfolk NE , United States DESCRIPTION: Employee 2) NEIGHBORWORKS NORTHEAST NEBRASKA POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 213 S 1st St D, Norfolk NE 68701, United States DESCRIPTION: Vice President and part of the finance committee 3) NEBRASKA D-LEAGUE POSITION: Owner NATURE: Sport Coach/Referee INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2019 ADDRESS: 1110 Westbrook Dr, Norfolk NE 68701, United States DESCRIPTION: AAU Basketball program ran during the summer for local area high school kids. 4) Northeast Nebraska Youth Sports Association POSITION: Adv Board, Coach NATURE: Sport Coach, Adv Board INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 1905 W Taylor Ave, Norfolk, Nebraska 68701 United States DESCRIPTION: I serve as Vice President for the Board of Directors for Northeast Nebraska Youth Sports Association. We are attempting to put a Sports Complex in Norfolk, NE. We will seek our grants and donations in order to try to complete this project. 5) HFS Insurance Group LLC POSITION: Owner NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 07/28/2023 ADDRESS: 314 N 5th Street, Norfolk, NE 68701 DESCRIPTION: We are starting an LLC to capture all group fixed health insurance benefits. This will capture existing clients as well as future. 6) NAME OF OTHER BUSINESS: HERITAGE FINANCIAL SERVICES DBA HFS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2020; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES; 7) NAME OF OTHER BUSINESS: SCHULTZE FINANCIAL LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL AND INSURANCE SERVICES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISING, INVESTMENT & INSURANCE ADVICE;

Exams

• S66 Uniform Combined State Law Examination
  2012-12-03

Other Names

• Mitchell Schultze
• Michell G Schultze