Alyssa Jane Dalbey

Employer firm

Schultz Financial Group Incorporated CRD 108724

$215M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 03/2016 → Present
  Schultz Financial Group Inc.
  Reno, NV
• 12/2014 → 11/2018
  Iridium Technology
  Reno, NV
• 08/2014 → 12/2016
  University Of Nevada, Reno
  Reno, NV
• 08/2007 → 05/2017
  Full-Time Student
  Reno, NV

Other Businesses

UNIVERSITY OF NEVADA, RENO / NOT INVESTMENT-RELATED, HOWEVER FINANICAL PLANNING SUBJECT MATTER MAY PERTAIN TO INVESTMENT RELATED TOPICS / 1664 N. VIRGINIA ST., RENO, NV 89557 / PUBLIC EDUCATIONAL INSTITUTION / ADJUNCT PROFESSOR / NUMBER OF HOURS: <10% OF TIME / DURING BUSINESS HOURS: 0 / TEACHING CFP CAPSTONE COURSE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-14

Designations

• Certified Financial Planner

Other Names

• Alyssa Jane Yocom