CHAD C SHOULTZ is an investment adviser representative (IAR) with state registration records since 2004, appearing at 2 firms. Currently registered with FINANCIAL PLANNING & MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FINANCIAL PLANNING & MANAGEMENT, LLC | 2025-12-04 | present | Yes |
| UVEST FINANCIAL SERVICES GROUP, INC. | 2004-07-07 | 2005-12-13 | — |