Vicki P. Schultz
SCHULTZ FINANCIAL GROUP
Reno, NV 89502
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CRD#: 1223391
Professional summary
Vicki Paula Schultz, CFP®, who also goes by VIcki Paula Blank, Vicki Paula Levitt, is a registered financial advisor currently at SCHULTZ FINANCIAL GROUP INCORPORATED located in Reno, Nevada.
Vicki is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Vicki has worked at 3 firms and has passed the Series 7 exam.
Biography
Vicki Schultz manages SFG's client relationships and leads the Financial Planning team in providing Integrative Personal Planning services. She’s a current member of the National Association of Personal Financial Advisors (NAPFA) and previously served on their board of directors. She is also a member of the Community Foundation of Western Nevada’s Professional Advisors Council. Vicki was also honored by Worth magazine as one of the nation’s top financial advisors for nine years in a row. She also dedicates time to the local Soroptimist chapter, a professional women’s service organization. When away from the office, she enjoys aerobic and strength-training classes and keeping up with her daughters and grandchildren.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
High Net Worth Client Needs
Investment Advice with Ongoing...
Real Estate Investments
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Vicki Paula Blank | Vicki Paula Levitt
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Since February 2013, I have served as an investment committee member for the University of Nevada, Reno Foundation, located at 1664 N Virginia St, Reno, NV 89557. My duties include attending 4 committee meetings per year; review investment policy of the foundation; listen to and discuss investment presentations; assist in decision-making on investing. I devote approximately 4 hours per month to this foundation; all of the time is during security trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Vicki Paula Schultz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1986
Experience
Current
August 27, 1993 - Present
SCHULTZ FINANCIAL GROUP INCORPORATED
Office #1: 5190 Neil Road Suite 450, Reno, NV 89502RIA
CRD#: 108724
Reno, NV
Past
November 9, 2000 - July 31, 2003
SIERRA NEVADA INVESTMENT MANAGEMENT
RIA
CRD#: 123136
RENO, NV
Past
February 24, 1984 - November 19, 1984
TITAN/VALUE EQUITIES GROUP, INC.
BD
CRD#: 6359
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SF
SCHULTZ FINANCIAL GROUP INCORPORATED
SCHULTZ & SCHULTZ INC | SCHULTZ FINANCIAL GROUP INCORPORATED
CRD#: 108724 / SEC#: 801-18297
RIA
Registered Investment Advisory firm - (1/27/1983 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/4/2011)
IAR
Nevada(8/27/1993)
IAR
New Hampshire(6/22/2021)
IAR
Texas(2/21/2003)
Exams
General Industry/Product Exam
Current Firm
SF
SCHULTZ FINANCIAL GROUP INCORPORATED
SCHULTZ & SCHULTZ INC | SCHULTZ FINANCIAL GROUP INCORPORATED
CRD#: 108724 / SEC#: 801-18297
RIA
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Contact information
Main Address
5190 Neil Road Suite 450, Reno, NV 89502
Mailing Address
Phone number
(775) 850-5620
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 468 |
| AUM (Assets Under Management) | $ 196,338,384 |
Red Flags
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Company Information
SCHULTZ FINANCIAL GROUP INCORPORATED
CRD#: 108724Reno, NV 89502TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
