Michael James Schultz

Current Employers

Employment History

• 09/2011 → 11/2016
  Thorsen Farms
  East Grand Forks, ND
• 02/2015 → 03/2017
  Development Homes Inc
  Grand Forks, ND
• 03/2014 → 03/2017
  Docushred Inc
  East Grand Forks, ND
• 04/2017 → Present
  Principal Life Insurance
  Edmond, OK
• 04/2017 → Present
  Principal Securties, Inc.
  Edmond, OK
• 04/2024 → Present
  Principal Advised Services
  Edmond, OK

Other Businesses

**SMB, LLC, Owner, 04/11/17. **PRINCIPAL BANK POSITION: Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 02/04/2019 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/23/2024 ADDRESS: 12240 MEMORY LN, EDMOND OK 73025-1536, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. **HEAVENLY PROSPECTIVE LLC POSITION: Owner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2026 ADDRESS: 12240 MEMORY LN, EDMOND OK 73025-1536, United States DESCRIPTION: Primary Business Purpose: Using Drone Technology to take Photos and Videos for Construction, Real Estate, and various other applications. Photo Video Editing to provide the media to clients. I will own and operate the business.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-24
• S63 Uniform Securities Agent State Law Examination
  2019-02-28

Other Names

• Mike Schultz