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Robert Rankin Schulz

Schulz Wealth, Ltd.

Mansfield, TX

CRD 2664834

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Employer firm

Schulz Wealth, Ltd. CRD 172194

$438M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Schulz Wealth, Ltd.

560 N. Walnut Creek Suite 120, Mansfield, TX 76063 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2014-09-30
  • TX RA
    APPROVED
    Since 2014-09-30

Branch Locations

560 N. Walnut Creek Suite 120, Mansfield, TX 76063 • 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
First Texas Financial Services Corp Arlington TX 12/2000 06/2018
Schulz Wealth, Ltd. Mansfield TX 09/2014 Present
  • 12/2000 → 06/2018
    First Texas Financial Services Corp
    Arlington, TX
  • 09/2014 → Present
    Schulz Wealth, Ltd.
    Mansfield, TX
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1995-11-20
  • S63 Uniform Securities Agent State Law Examination
    1995-11-20
Designations
  • Certified Financial Planner
Other Names
  • Rob Schulz

View on SEC IAPD

Nearby Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
ADVISOR RESOURCE COUNCIL

Nearby Investors

Austin M Smith
Krystal Ann LaFollette
Richard Wayne Kelly

Nearby Offices

EDWARD JONES · MANSFIELD, TX
AMERIPRISE FINANCIAL SERVICES, LLC · Mansfield, TX
ADVISOR RESOURCE COUNCIL · MANSFIELD, TX

More in Mansfield, TX

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