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Kevin Franklyn Schulz

Kevin F. Schulz

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CRD#: 2379641
Kevin Franklyn Schulz

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kevin Franklyn Schulz, CFP® was a registered financial professional .

Kevin is a previously registered financial professional and started their career in finance in 1993. Kevin had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 1999

Experience

Past

November 1, 2024 - December 31, 2025

SNIDER FINANCIAL GROUP

RIA
CRD#: 117392
BELLEVUE, WA
Past

June 26, 2023 - December 4, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
BELLEVUE, WA
Past

June 26, 2023 - December 4, 2024

LPL FINANCIAL LLC

BD
CRD#: 6413
BELLEVUE, WA
Past

January 15, 2004 - June 27, 2023

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
BELLEVUE, WA
Past

January 15, 2004 - June 27, 2023

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
BELLEVUE, WA
Past

January 5, 1994 - January 13, 2004

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 5, 1994 - January 13, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

December 1, 1993 - January 13, 2004

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BELLEVUE, WA

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
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA
Registered Investment Advisory firm - (4/14/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/6/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/6/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/8/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 2/28/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/5/2000
General Securities Principal Examination

Current Firm

SF
SNIDER FINANCIAL GROUP
SNIDER FINANCIAL GROUP | SNIDER RETIREMENT STRATEGIES, INC. | SNIDER RETIREMENT STRATEGIES

CRD#: 117392 / SEC#: 801-69025

RIA
Registered Investment Advisory firm - (4/14/2008 Approved)
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Contact information

Main Address
12505 Bel-red Road Suite 200, Bellevue, WA 98005
Mailing Address
Phone number
(425) 453-7080
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SNIDER FINANCIAL GROUP WRAP BROCHURE (9/5/2025)
ADV 2A FIRM BROCHURE (9/5/2025)

Regulatory assets under management

Total Number of Accounts1,396
AUM (Assets Under Management)$ 500,674,906

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SNIDER FINANCIAL GROUP

CRD#: 117392

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