Robert
Schulz
Schulz Wealth, LTD
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About this Advisor
Robert Schulz is a financial advisor based in Mansfield, Texas, working with Schulz Wealth, LTD. Robert has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, First Texas Financial Services Corp, and Schulz Wealth, LTD. Robert has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Robert is part of Schulz Wealth, LTD, which operates out of Mansfield, Texas. The firm has 1 office and 3 employees. The firm manages assets totaling $320.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Schulz Wealth, LTD includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Schulz Wealth, LTD Brokerage Details
$320,813,297
3
497
$645,500
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Schulz Work History
Schulz Wealth, LTD
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
First Texas Financial Services Corp
Disclosures
Please visit the SEC profile of Robert 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 Schulz Wealth, LTD
Mansfield, TX
Mansfield, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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