RIA Intelligence

SCHULTZ FINANCIAL GROUP INCORPORATED

CRD #108724 SEC #801-18297 RENO, NV 775-850-5620
SEC Registered
Total AUM
$196.3M
Discretionary
$0
Employees
5
Clients
51
Accounts
468

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALESEVICH, CLARISSA, LYNNIINVESTMENT PLAN ADVISOR & CHIEF COMPLIANCE OFFICERNA
ALESEVICH, CLARISSA, LYNNIVICE PRESIDENTNA Control
ALESEVICH, CLARISSA, LYNNIVICE PRESIDENTNA Control
ALESEVICH, CLARISSA, LYNNIINVESTMENT PLAN ADVISOR & CHIEF COMPLIANCE OFFICERNA
ALESEVICH, CLARISSA, LYNNIINVESTMENT PLAN ADVISOR & CHIEF COMPLIANCE OFFICERNA
ALESEVICH, CLARISSA, LYNNIINVESTMENT PLAN ADVISOR & CHIEF COMPLIANCE OFFICERNA
ALESEVICH, CLARISSA, LYNNIVICE PRESIDENTNA Control
Dalbey, Alyssa, JaneIVICE PRESIDENTNA Control
Dalbey, Alyssa, JaneIVICE PRESIDENTNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENICHIEF OPERATIONS OFFICER & CHIEF COMPLIANCE OFFICERNA Control
MCCABE, KRISTINA, ELLENIVICE PRESIDENTNA Control
MCCABE, KRISTINA, ELLENIVICE PRESIDENTNA Control
MCCABE, KRISTINA, ELLENIVICE PRESIDENTNA Control
MCCABE, KRISTINA, ELLENIVICE PRESIDENTNA Control
MCCABE, KRISTINA, ELLENIVICE PRESIDENTNA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, RUSSELL, COREYICEONA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERNA Control
SUDAME, SAMEER, JICHIEF INVESTMENT OFFICERNA
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ FAMILY 2005 TRUSTDESHAREHOLDERE Control
SCHULTZ, RUSSELL, COREYIPRESIDENTE Control
SCHULTZ, RUSSELL, COREYIPRESIDENTE Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, RUSSELL, COREYICEOD Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTD Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTD Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTD Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTD Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTD Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTD Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTD Control
SCHULTZ, RUSSELL, COREYIPRESIDENTC Control
SCHULTZ, RUSSELL, COREYIPRESIDENTC Control
SCHULTZ, RUSSELL, COREYIPRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTC Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SCHULTZ, VICKI, PAULAIEXECUTIVE VICE PRESIDENTC Control
LEVITT, VICKI, PAULAIVICE PRESIDENTB Control
SCHULTZ, VICKI, PAULAIVICE PRESIDENTB Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERB Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERB Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERB Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERB Control
SPECTER, JENNIFER, LEIGHICHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICERB Control
Dalbey, Alyssa, JaneIVICE PRESIDENTA Control
Dalbey, Alyssa, JaneIVICE PRESIDENTA Control
Dalbey, Alyssa, JaneIVICE PRESIDENTA Control
Dalbey, Alyssa, JaneIVICE PRESIDENTA Control
Dalbey, Alyssa, JaneIVICE PRESIDENTA Control
LOWDEN, PETER, WADEIVICE PRESIDENT & CHIEF COMPLIANCE OFFICERA
LOWDEN, PETER, WADEIVICE PRESIDENT & CCOA
LOWDEN, PETER, WADEIVICE PRESIDENTA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, RUSSELL, COREYISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control
SCHULTZ, VICKI, PAULAISCHULTZ FAMILY 2005 TRUSTD Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (5)

CA MI NH NV TX

Address

5190 NEIL ROAD
SUITE 450
RENO, NV 89502
United States
Phone: 775-850-5620