Kellan Donald Schulz

Current Employers

Employment History

• 09/2020 → 08/2021
  Hartford Funds Distributors, Llc
  Wayne, PA
• 03/2019 → 07/2019
  Morgan Stanley Wealth Management
  Madison, WI
• 06/2018 → 08/2018
  Pleasant View Golf Course
  Middleton, WI
• 06/2018 → 08/2018
  Morgan Stanley Wealth Management
  Madison, WI
• 10/2017 → 02/2018
  Wisconsin Bank And Trust
  Madison, WI
• 05/2017 → 08/2017
  Morgan Stanley Wealth Management
  Madison, WI
• 09/2021 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 08/2021 → 09/2021
  Fedex
  Madison, WI
• 07/2023 → 04/2025
  J.P. Morgan Securities Llc
  Milwaukee, WI
• 07/2023 → 04/2025
  Jpmorgan Chase Bank, N.A.
  Milwaukee, WI
• 09/2016 → 04/2017
  Madison College
  Madison, WI
• 09/2017 → 09/2017
  Madison College
  Madison, WI
• 03/2018 → 05/2018
  Edgewood University
  Madison, WI
• 09/2018 → 02/2019
  Edgewood University
  Madison, WI
• 01/2018 → 08/2020
  Edgewood University
  Madison, WI
• 03/2025 → 04/2026
  Charles Schwab & Co., Inc.
  Middleton, WI
• 03/2025 → 04/2026
  Charles Schwab Bank
  Middleton, WI
• 04/2026 → Present
  Raymond James Financial Services, Inc.
  Madison, WI
• 04/2026 → Present
  Raymond James Financial Services Advisors, Inc.
  Madison, WI

Previous Registrations

• 2025-10-29 → 2026-04-16
  Charles Schwab & Co., Inc.
  Middleton, WI

Other Businesses

(1)Name of Business: Tactical Financial Group Address: 311 W Washington Ave, Madison , FL, 53703, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/07/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I'll be a financial advisor with the Tactical Financial Group.\n

Exams

• S66 Uniform Combined State Law Examination
  2025-10-28
• S63 Uniform Securities Agent State Law Examination
  2023-09-06

Other Names

• Kellan Donald Schulz
• Kellan Schulz
• Kellan D Schulz