Kaleigh
Stoddard
Schultz Financial Group Inc
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About this Advisor
Kaleigh Stoddard is a certified financial planner who works out of Midland, Michigan. Stoddard works at Schultz Financial Group Inc. Stoddard has gained experience at Sym Financial Advisors and Schultz Financial Group, Inc. Stoddard can operate in California, Michigan and Nevada. Schultz Financial Group Inc is a financial advisory firm based out of Reno, NV. The company has a total of six people on staff. It handles $178 million in total assets across its 425 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 425 customer accounts, 40% belong to high-net-worth individuals who have more than $1 million in assets. Schultz Financial Group Inc offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules vary depending on the financial services provided. However, fees charged by Schultz Financial Group Inc can be comprised of any blend of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schultz Financial Group Inc Brokerage Details
$178,133,515
6
425
$419,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kaleigh Stoddard Work History
Kaleigh has been registered as a financial advisor for 0 years.*
Schultz Financial Group, Inc
Sym Financial 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 Kaleigh Stoddard 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 Schultz Financial Group Inc
Reno, NV
Midland, MI
Reno, NV
Reno, NV
Reno, NV
Reno, NV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
