SCHULTZ FINANCIAL GROUP INCORPORATED of RENO, NV is an SEC-registered investment adviser (CRD 108724). Regulatory assets under management: $214.8M.
Compensation: Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Russell Corey Schultz | CEO; TRUSTEE | — |
| Vicki Paula Schultz | EXECUTIVE VICE PRESIDENT; TRUSTEE | — |
| Jennifer Leigh Specter | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| Alyssa Jane Dalbey | VICE PRESIDENT | — |
| SCHULTZ RUSSELL COREY | CEO; PRESIDENT; TRUSTEE | — |
| SCHULTZ VICKI PAULA | EXECUTIVE VICE PRESIDENT; TRUSTEE; VICE PRESIDENT (+1 more) | — |
| LOWDEN PETER WADE | VICE PRESIDENT; VICE PRESIDENT & CCO; VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| ALESEVICH CLARISSA LYNN | CHIEF COMPLIANCE OFFICER; INVESTMENT PLAN ADVISOR & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| MCCABE CATHERINE ELLEN | CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| SUDAME SAMEER J | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICER | — |
| LEVITT VICKI PAULA | VICE PRESIDENT | — |
| SPECTER JENNIFER LEIGH | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | — |
| Dalbey Alyssa Jane | VICE PRESIDENT | — |