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Schultz Financial Group Incorporated CRD 108724
$215M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5190 Neil Road Suite 450, Reno, NV 89502 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2021-06-22 |
| CA | RA | APPROVED | 2011-05-04 |
| TX | RA | APPROVED | 2003-02-21 |
| NV | RA | APPROVED | 1993-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schultz Financial Group Incorporated | Reno | NV | 08/1983 | Present |
Since February 2013, I have served as an investment committee member for the University of Nevada, Reno Foundation, located at 1664 N Virginia St, Reno, NV 89557. My duties include attending 4 committee meetings per year; review investment policy of the foundation; listen to and discuss investment presentations; assist in decision-making on investing. I devote approximately 4 hours per month to this foundation; all of the time is during security trading hours.
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