Schultz Financial Group Incorporated
Legal Name: SCHULTZ FINANCIAL GROUP INCORPORATED
Full Contact Details
Other Info
Schultz Financial Group Incorporated is legally known as SCHULTZ FINANCIAL GROUP INCORPORATED. It is a CA Corporation. This firm has 9 employees, of which 7 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jan 27, 1983.
Schultz Financial Group Inc. - Financial Planning, Investment Management, & Business Consulting Services
Since 1982, Schultz Financial Group Inc. has provided personal, proactive advice to high-net-worth clients seeking a better life for themselves, their loved ones, and generations yet to come. Financial planning, investment management & business consulting services available.
Direct Owners
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JENNIFER LEIGH SPECTER
CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER owns less than 5%
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RUSSELL COREY SCHULTZ
CEO owns less than 5%
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SCHULTZ FAMILY 2005 TRUST
SHAREHOLDER owns 75% or more
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VICKI PAULA SCHULTZ
EXECUTIVE VICE PRESIDENT owns less than 5%