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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2026-07-15 |
| CA | RA | APPROVED | 2026-07-13 |
Branch Locations
5190 Neil Road Suite 450, Reno, NV 89502 • United States
Costa Mesa, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 05/2012 | 05/2020 |
| Newport Financial Group | Newport Beach | CA | 01/2012 | 05/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2013 | 05/2020 |
| Schultz Financial Group Incorporated | Reno | NV | 06/2026 | Present |
| Self Employed | Costa Mesa | CA | 09/2025 | 06/2026 |
| Unemployed | Costa Mesa | CA | 05/2020 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-02-05 |
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