Austin M Smith

Employer firm

Schulz Wealth, Ltd. CRD 172194

$438M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 03/2018 → Present
  Shulz Wealth Ltd
  Mansfield, TX
• 07/2017 → 03/2018
  Tcg Advisors
  West Lake Hills, TX
• 10/2016 → 04/2017
  Intrust Fiduciary
  Austin, TX
• 08/2000 → 08/2017
  South Western
  Georgetown, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-06

Designations

• Certified Financial Planner
• Chartered Financial Analyst