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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-08-10 |
| WA | RA | APPROVED | 2023-08-08 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
52461 Columbia River Highway, Scappoose, OR 97056 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2018 | 08/2019 |
| Fernwood Cove Summer Camp | Harrison | ME | 05/2017 | 08/2017 |
| St. Louis University | St. Louis | MO | 08/2016 | 05/2017 |
| St. Louis University | St. Louis | MO | 08/2017 | 05/2018 |
| Unemployed | Chicago | IL | 05/2018 | 07/2018 |
| U.S. Bank | Portland | OR | 01/2020 | 06/2021 |
| Schultz Financial Services, Inc | Scappoose | OR | 06/2021 | Present |
| Creativeone Wealth | Overland Park | KS | 07/2023 | Present |
| Whole Foods Market | Tigard | OR | 09/2019 | 12/2019 |
SCHULTZ FINANCIAL SERVICES, INC; SCAPPOOSE, OR; INVESTMENT RELATED; JUNIOR FINANCIAL PLANNER NOW OFFERING INVESTMENT ADVISORY SERVICES; START DATE 06/2021; 160 HRS/MONTH AND DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-01 |
| S66 | Uniform Combined State Law Examination | 2018-10-04 |
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