Charles P Schulz

Employer firm

Krilogy CRD 149046

$5.20B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 04/2013 → Present
  Krilogy Financial Llc
  Creve Couer, MO

Other Businesses

CHARLES P SCHULZ JR MAY ALSO RECEIVE A REFERRAL FEE FROM THE CORNERSTONE GROUP FOR REFERRING CLIENTS WHO PURCHASE GROUP HEALTH INSURANCE PRODUCTS THROUGH CORNERSTONE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-04

Designations

• Certified Financial Planner

Other Names

• Charles P Schulz