Bret Schultz

Current Employers

Employment History

• 12/2020 → 09/2025
  Avantax Advisory Services
  Valencia, CA
• 03/2020 → 11/2020
  Wavelength Insurance Consulting
  Westlake Village, CA
• 01/2016 → 04/2020
  The Lead Masters Insurance Marketing Agency
  Simi Valley, CA
• 12/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Valencia, CA
• 02/2021 → 09/2025
  Avantax Investment Services, Inc.
  Valencia, CA
• 09/2025 → 05/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2025 → 05/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  Martin Advisors Llc
  Valencia, CA

Previous Registrations

• 2025-09-06 → 2026-06-24
  Cetera Investment Advisers Llc
  Valencia, CA
  Valencia, CA
• 2020-12-24 → 2025-09-08
  Avantax Advisory Services
  Dallas, TX
  Valencia, CA
  Chatsworth, CA

Other Businesses

LICENSED INSURANCE Representative Bret Schultz is a licensed insurance agent. Insurance recommendation implementation is separate and apart from Bret Schultz’s role with Martin & Company. As an insurance professional, Bret Schultz will receive customary commissions and related revenues from the various insurance companies selling products. Bret Schultz is not required to offer the products of any particular insurance company. Commissions generated by insurance sales do not offset regular advisory fees. This practice presents a conflict of interest in recommending certain insurance companies' products. Clients are not obligated to implement any recommendations made by Bret Schultz. Bret Schultz will spend approximately 10% of his time per month in this capacity.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-07-30
• S65 Uniform Investment Adviser Law Examination
  2019-02-16

Designations