Tonya Marie Schulte

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 06/1997 → Present
  Merrill Lynch
  Minneapolis, MN
• 06/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Minneapolis, MN
• 04/2010 → Present
  Bank Of America, Na
  Minneapolis, MN

Other Businesses

I*134804 Entity Type: Church Name of outside business organization: Immanuel United Methodist Church Investment related: No Address of business: Corcoran, Minnesota 55374 Position, title, association: Committee Member Start date of relationship: 1/1/2021 Number of hours devoted: 3 hrs Mthly Number of hours devoted during trading hours: 0 Duties: Chair of the Finance Committee. Lead the finance committee of the church and report to the Administrative Council once a month. Help organize and run the annual giving campaign. I*: 1531285 Entity Type: Charitable Name of OBA: Maple Grove Volleyball Boosters Address: Maple Grove, MN 55311 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 09/08/2023 Number of Hours: 36 hrs annually Number of Hours during trading: 0 Duties: Communications. I help coordinate getting information to the players, parents, and coaches via emails and posts. I create the program for the season. I attend Booster Club meetings and provide support as needed during a busy fall sport season. I*: 2654288 Entity Type: Fiduciary role Name of OBA: P. and E. G. Estate Address: Champlin, MN 55316 Investment Related: No Position, Title, Association: Executor Employee Start Date: 7/23/2025 Number of Hours: 1 hr annually Number of Hours during trading: 0 Duties: Executor/Cousin

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-20
• S63 Uniform Securities Agent State Law Examination
  1995-09-25

Designations

• Certified Financial Planner

Other Names

• Tonya Marie Neils
• Toni Neils