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Michael Edward Schultz

Venn Wealth & Benefit Services, LLC

Altoona, PA

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Current Employers
Venn Wealth & Benefit Services, Llc

210 E. Plank Road, Ste 1C, Altoona, PA 16602 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2004-03-08
  • PA RA
    APPROVED
    Since 2004-03-08

Branch Locations

210 E. Plank Road, Ste 1C, Altoona, PA 16602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Venn Wealth And Benefit Services Altoona PA 04/2004 Present
  • 04/2004 → Present
    Venn Wealth And Benefit Services
    Altoona, PA
Previous Registrations
  • 2003-09-08 → 2003-10-15
    Cambridge Investment Research, Inc.
    Altoona, PA
Other Businesses

Mr. Schultz is also licensed to sell insurance as an independent agent under the same business name. Mr. Schultz may spend up to 10% of his time on this activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-15
S63 Uniform Securities Agent State Law Examination 1986-01-08
  • S66 Uniform Combined State Law Examination
    2001-03-15
  • S63 Uniform Securities Agent State Law Examination
    1986-01-08
Other Names
  • Mike Schultz
  • Michael Schultz

View on SEC IAPD

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