Cory Robert Schieltz

Current Employers

Employment History

• 04/2008 → Present
  Strellner Agency Group
  Cedar Rapids, IA
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Cedar Rapids, IA
• 11/2018 → 05/2021
  Royal Alliance Associates, Inc.
  Cedar Rapids, IA
• 05/2021 → 08/2023
  Royal Alliance Associates, Inc.
  Cedar Rapids, IA
• 08/2023 → Present
  Osaic Wealth, Inc
  Cedar Rapids, IA

Other Businesses

1. JOHNSON INSURANCE POSITION: Financial Professional NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 10/07/2020 ADDRESS: 1567 13th St, Belle Plaine IA 52208, United States DESCRIPTION: Call on Greg's clients to schedule reviews with those clients with either both of us or one of us. Make recommendations on accounts that I'm able to, write new business, and help with all of his life insurance. 2. JOHNSON INSURANCE POSITION: Insurance agent NATURE: DBA name for fixed insurance products and Property/Casualty/Personal Lines insurance. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 25 START DATE: 10/07/2020 ADDRESS: 1567 13th St, Belle Plaine IA 52208, United States DESCRIPTION: Call on Greg's clients to schedule reviews with those clients with either both of us or one of us. Make recommendations on accounts that I'm able to, write new business and help with life insurance and P/C insurance 3. CRS WEALTH MANAGEMENT POSITION: Owner NATURE: S-Corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/31/2021 ADDRESS: 4840 North River Blvd Ste 100, Cedar Rapids IA 52411, United States DESCRIPTION: Pass-through entity 4. STRELLNER FINANCIAL GROUP POSITION: Investment Advisor Representative NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 90 START DATE: 05/01/2021 ADDRESS: 4840 North River Blvd Ste 100, Cedar Rapids IA 52411, United States DESCRIPTION: Securities Sales 5. STRELLNER FINANCIAL GROUP POSITION: insurance agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2008 ADDRESS: 4840 North River Blvd Ste 100, Cedar Rapids IA 52411, United States DESCRIPTION: Fixed and insurance sales 6. VANTAGUS WEALTH (FIXED) POSITION: Insurance agent NATURE: DBA for Fixed Insurance products - S-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/01/2025 ADDRESS: 1567 13th St, Belle Plaine IA 52208, United States DESCRIPTION: Review with clients regarding their fixed insurance products Make recommendations 7. VANTAGUS WEALTH (SECURITIES) POSITION: Investment Advisor Representative NATURE: s-corp INVESTMENT RELATED: Yes NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 07/01/2025 ADDRESS: 1567 13th Street, Belle Plaine IA 52208, United States DESCRIPTION: Review client accounts, make recommendations. bring in new clients, financial planning.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-04-07
• S63 Uniform Securities Agent State Law Examination
  2009-03-03