KACIE LYNN SCHULZ is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with FORTIFY FINANCIAL GROUP, LLC, SAVVY.
| Firm | From | To | Current |
|---|---|---|---|
| SAVVY | 2026-07-27 | present | Yes |
| FORTIFY FINANCIAL GROUP, LLC | 2022-07-19 | present | Yes |
| KEYSTONE WEALTH PARTNERS LLC | 2019-06-03 | 2022-03-11 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2014-09-02 | 2019-04-11 | — |