Best Investors Account Sign in
Inactive

Collin Todd Schulz

Commonwealth Financial Network

Madison, WI

Claim This Profile
Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-12-02
  • WI RA
    APPROVED
    Since 2025-12-02

Branch Locations

406 Science Drive Suite 300, Madison, WI 53711 • 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
Kock Financial Madison WI 05/2025 Present
University Of Wisconsin-Milwaukee Milwaukee WI 06/2023 05/2025
Sentry Insurance Stevens Point WI 05/2024 08/2024
Nasco Education Fort Atkinson WI 06/2023 08/2023
United States Air Force Colorado Springs CO 08/2019 06/2023
Nature Link Farms Lake Mills WI 06/2017 08/2019
The Wayside Inn Jefferson WI 10/2015 06/2017
Commonwealth Financial Network Waltham MA 12/2025 Present
  • 05/2025 → Present
    Kock Financial
    Madison, WI
  • 06/2023 → 05/2025
    University Of Wisconsin-Milwaukee
    Milwaukee, WI
  • 05/2024 → 08/2024
    Sentry Insurance
    Stevens Point, WI
  • 06/2023 → 08/2023
    Nasco Education
    Fort Atkinson, WI
  • 08/2019 → 06/2023
    United States Air Force
    Colorado Springs, CO
  • 06/2017 → 08/2019
    Nature Link Farms
    Lake Mills, WI
  • 10/2015 → 06/2017
    The Wayside Inn
    Jefferson, WI
  • 12/2025 → Present
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Madison, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor