Christopher Jeffrey Schultz

Employer firm

Mwa Financial Services Inc. CRD 112630

$640M regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Modern Woodmen Of America
  Rock Island, IL
• 01/2017 → Present
  Mwa Financial Services Inc
  Rock Island, IL
• 05/2018 → 06/2019
  Zija International
  Port Charlotte, FL

Other Businesses

RV Rentals, Punta Gorda, FL. Owner. 5/2024. 3 Non-Inv/0 Inv.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-05
• S63 Uniform Securities Agent State Law Examination
  2021-09-02

Other Names

• Chris Schultz