Matthew Ronald Schultz

Current Employers

Employment History

• 02/2014 → 10/2020
  Principal Life Insurance Company
  Grand Island, NE
• 02/2014 → 10/2020
  Princor Financial Services Corporation
  Grand Island, NE
• 10/2020 → 11/2023
  Saxony Securities Inc
  St. Louis, MO
• 10/2020 → Present
  Plan Group Financial
  Oklahoma City, OK
• 01/2015 → Present
  Smb Llc
  Oklahoma City, OK
• 11/2023 → Present
  Private Client Services
  Oklahoma City, OK

Previous Registrations

• 2020-10-02 → 2022-12-31
  Plan Group Financial, Inc.
  Oklahoma City, OK
• 2014-09-17 → 2020-10-08
  Principal Securities, Inc.
  Grand Island, NE
  Elkhorn, NE
  Grand Island, NE

Other Businesses

1) HousR Living LTD. 65 Harvest Way, United Kingdom. Housing Application based in the UK. Sets up roommates & allows for the splitting of bills. It also partners w/ utility companies. Us Advisory Board Member. 0-4 hrs/mo; 2-4 during trading hrs. 2) Plan Group Financial. 6 NE 63rd Street, Suite 240, OKC, OK 73105. RIA. Leadership/Core Team Member. 160+ hrs/mo; 160+ hrs during trading hrs. 3) Insurance Sales-Crump, Advisor Excel, PMA. 6 NE 63rd Street, Suite 240, OKC, OK 73105. Sell life, disability, health, group benefits, LTC business when needed for clients. 80-120 hrs/mo; 80 during trading hrs. 4) SMB LLC/MMBRO LLC. 616 Dardanelle Pass, Edmond, OK 73025/6 NE 63rd Street, Suite 240, OKC, OK 73105. Business my brother and I run that invests assets that was previously a family farm in real estate and the stock market. Managing Partner. 5) Stuhr Musem Foundation. 3133 W US Hwy 34, 6I, NE 68801. Museum funding arm to facilitate and fund the operations of the Stuhr Museum of the Prairie. Board Member, finance committee, HR committee. 2-4 hrs/mo; 2-4 during trading hrs. 6) The Academy of Classical Christen Studies. 1120 E Hefner Road, OKC, OK 73131. Non-profit school. Finance committee-review school finances w/ board member and school admin. 2 hrs/mo; 2 during trading hrs. 7) Private Client Services. 6 NE 63rd Street, Suite 240, OKC, OK 73105. Broker Dealer. Registered Representative. Manage and educate clients on their investment options. 60hrs/mo; 60 during trading hrs. 8) First Financial Resources. 100 Spectrum Center Dr, Ste 400, Irvine, CA 92618. First Financial Resources is the only 100% member-owned life insurance distribution group and has been so since 1987. We empower our group of experienced, independent insurance producers to build their success by enabling direct carrier relationships, providing access to best-in-breed resources, and creating opportunities for industry learning and peer connection. Attend study groups, network and share ideas with other members. It also gives us direct access to product companies. Selling fixed insurance products, annuity and life. 10-40 hrs/mo; 10-40 during trading hrs. Not investment related. 9) DI Broker-East. 355 Alhambra Circle, Suite 1550, Coral Gables, FL 33134. Brokers Disability insurance contracts. We will use this group to shop, quote and write disability insurance policies for clients that need the coverage. 1-10 hrs/mo; 1-10 hrs during trading hrs. Not investment related. 10) J Backwards D LLC. 616 Dardanelle Pass, Edmond, OK 73025. This is an entity for me to be able to receive my Financial Services income into. I am the sole owner of the company and it is strictly a company to hold my Financial Services Income such as Advisory Fees, etc. 120 hrs/mo; 120 during trading hrs. Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-12