Frank
Schulz
Rcm Wealth Advisors
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About this Advisor
Frank Schulz is a financial advisor operating in Chicago, Illinois with 8 years of industry experience. Schulz currently works for Rcm Wealth Advisors. Schulz has gained experience at Wells Fargo Advisors and Rcm Wealth Advisors. Schulz has Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Illinois. Rcm Wealth Advisors is a financial advisory business based out of Chicago, IL. The company has offices in three locations and a total of 12 advisors. It administers $244 million in assets between its 740 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 740 accounts, 40% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees depend on which services the firm provides the client. However, fee types billed by Rcm Wealth Advisors can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rcm Wealth Advisors Brokerage Details
$244,000,000
12
740
$329,730
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Frank Schulz Work History
Frank has been registered as a financial advisor for 8 years.*
Rcm Wealth Advisors
Wells Fargo Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frank Schulz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rcm Wealth Advisors
Chicago, IL
Chicago, IL
Chicago, IL
Crown Point, IN
Chicago, IL
Chicago, IL
Crown Point, IN
Chicago, IL
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