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Andrea Nicole Atencio

Schulz Financial Group

Tucson, AZ

CRD 6566811

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Employer firm

Schulz Financial Group CRD 339660

$115M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Schulz Financial Group

6849 N Oracle Rd, Ste 175, Tucson, AZ 85704 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-31
  • AZ RA
    APPROVED
    Since 2026-08-31

Branch Locations

6849 N Oracle Rd, Ste 175, Tucson, AZ 85704 • 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
Northern Trust Securities, Inc. Tucson AZ 11/2015 11/2025
Schulz Financial Group Tucson AZ 08/2026 Present
Unemployed Tucson AZ 11/2025 07/2026
Northern Trust Securities, Inc. Tucson AZ 05/2016 11/2025
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-25
  • S66 Uniform Combined State Law Examination
    2016-04-25
Other Names
  • Andrea Nicole Askew
  • Annie Atencio
  • Andrea Nicole Atencio

View on SEC IAPD

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Nearby Offices

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