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Stephanie Kay Schultz

Sensible Money, LLC

Scottsdale, AZ

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Current Employers
Sensible Money, Llc

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-06-12
  • AZ RA
    APPROVED
    Since 2026-06-12

Branch Locations

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251 • 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
Sensible Money, Llc Scottsdale AZ 04/2026 Present
Life Of Liberty Financial (Self-Employment) Scottsdale AZ 11/2013 04/2026
One2One Wealth Strategies Scottsdale AZ 11/2021 04/2026
Plan Member Services Scottsdale AZ 02/2022 03/2023
Lpl Financial Scottsdale AZ 04/2023 04/2026
  • 04/2026 → Present
    Sensible Money, Llc
    Scottsdale, AZ
  • 11/2013 → 04/2026
    Life Of Liberty Financial (Self-Employment)
    Scottsdale, AZ
  • 11/2021 → 04/2026
    One2One Wealth Strategies
    Scottsdale, AZ
  • 02/2022 → 03/2023
    Plan Member Services
    Scottsdale, AZ
  • 04/2023 → 04/2026
    Lpl Financial
    Scottsdale, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-15
S63 Uniform Securities Agent State Law Examination 2022-04-18
  • S65 Uniform Investment Adviser Law Examination
    2023-03-15
  • S63 Uniform Securities Agent State Law Examination
    2022-04-18
Designations
Other Names
  • Stephanie Kay Napoleone

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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