Dick Paul Schulz

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 06/2017
  Wilbanks Securities, Inc.
  Oklahoma City, OK
• 02/2012 → 06/2017
  Wilbanks Securities Advisory
  Oklahoma City, OK
• 06/2017 → 03/2020
  Cabot Lodge Securities Llc
  New York, NY
• 06/2017 → 03/2020
  Cl Wealth Management Llc
  New York, NY
• 03/2020 → 10/2024
  Brookstone Capital Management
  Wheaton, IL
• 10/2024 → Present
  Foundations Investment Advisors
  Phoenix, AZ

Previous Registrations

• 2020-03-13 → 2024-10-22
  Brookstone Capital Management Llc
  Milwaukie, OR
  Wheaton, IL
  Happy Valley, OR
  Damascus, OR
• 2017-07-03 → 2020-04-03
  Cl Wealth Management Llc
  Milwaukie, OR
  Schaumburg, IL
• 2012-02-28 → 2017-07-14
  Wilbanks Securities Advisory
  Milwaukee, OR
  Oklahoma City, OK
• 2004-01-01 → 2012-02-28
  Lpl Financial Llc
  Clackamas, OR
  Milwaukie, OR

Other Businesses

1. 05/16/2006 -PRESENT SCHULZ FINANCIAL MANAGEMENT/DBA FOR SECURITIES BUSINESS/ AND FIXED INSURANCE 4141 SE JACKSON ST.MILWAUKEE, OR 97222. INVESTMENT RELATED.ONE HUNDRED HOURS A MONTH, ALL DURING TRADING HOURS. 2) JESUS' FAMILY MINISTRIES, NON-PROFIT, NOT INVESTMENT RELATED, MILWAUKIE, OR, FOUNDER, 4/2017, WROTE A BOOK, WEBSITE AND FACEBOOK PAGE PROMOTING THE IMPORTANCE OF FAMILY.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-20
• S63 Uniform Securities Agent State Law Examination
  2000-01-25

Other Names

• Dick Paul Schulz
• Paul Schulz
• D. Paul Schulz