Robert R. Schulz
SCHULZ WEALTH, LTD.
MANSFIELD, TX 76063
Some features on this profile are disabled
CRD#: 2664834
Professional summary
Robert Rankin Schulz, CFP®, who also goes by Rob Schulz, is a registered financial advisor currently at SCHULZ WEALTH, LTD. located in Mansfield, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Core Areas of Focus
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Biography
Rob Schulz, President of Schulz Wealth, Ltd., grew up in Taylor, Texas. He attended The University of Texas on a Navy ROTC Scholarship, graduating in May of 1990 with a degree in Accounting. Rob served as a Surface Warfare Officer aboard the USS John Rodgers (DD 983) prior to joining The Principal Financial Group in 1995. In 2000, Rob founded First Texas Financial Services Corporation in Arlington, Texas. Subsequently, Schulz Wealth Ltd., a Registered Investment Advisory firm was created in 2014.
Rob has extensive experience and training in helping people achieve financial security. He is a licensed Investment Advisor (Series 65), and a Certified Financial Planner™ (CFP®). As such, Rob also adheres to a professional Code of Ethics and acts as a fiduciary, the highest standard of care, in all client relationships.
Rob has been recognized for his expertise in retirement planning by his peers as well as publicly in the Fort Worth Star Telegram. He has taught Retirement Planning for the Certified Financial Planning Certificant Program at Texas Christian University and The University of Texas at Arlington.
Rob and his wife Shelly live in Mansfield Texas where he has maintained a very active role in the community, serving on several boards, commissions, and foundations, since 1995. Rob is an avid sportsman, musician, and triathlete and can be found tinkering in the garage or his woodworking shop on free evenings or weekends.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Income Management
Retirement Planning
Investment Planning
Business Succession Planning
Are you a "fiduciary"?
Yes
Aliases
Rob Schulz
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Rankin Schulz'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: 2001
Experience
Current
September 30, 2014 - Present
SCHULZ WEALTH, LTD.
Office #1: 560 N. Walnut Creek Suite 120, Mansfield, TX 76063RIA
CRD#: 172194
MANSFIELD, TX
Past
October 3, 2006 - October 14, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MANSFIELD, TX
Past
October 2, 2006 - October 14, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MANSFIELD, TX
Past
January 7, 2003 - October 2, 2006
SIGNAL SECURITIES, INC.
RIA
CRD#: 15916
ARLINGTON, TX
Past
January 2, 2003 - October 2, 2006
SIGNAL SECURITIES, INC.
BD
CRD#: 15916
ARLINGTON, TX
Past
November 21, 1995 - December 31, 2002
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
ARLINGTON, TX
Past
November 14, 1995 - December 31, 2002
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
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".
SCHULZ WEALTH, LTD.
SCHULZ WEALTH, LTD.
CRD#: 172194 / SEC#: 801-113536
RIA
Registered Investment Advisory firm - (7/5/2018 Approved)Texas
Registered Investment Advisory firm - (8/22/2018 Terminated)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
Texas(9/30/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SCHULZ WEALTH, LTD.
SCHULZ WEALTH, LTD.
CRD#: 172194 / SEC#: 801-113536
RIA
Registered Investment Advisory firm - (7/5/2018 Approved)Texas
Registered Investment Advisory firm - (8/22/2018 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
560 N. Walnut Creek Suite 120, Mansfield, TX 76063
Mailing Address
Phone number
(817) 405-4014
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 564 |
| AUM (Assets Under Management) | $ 363,182,937 |
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
SCHULZ WEALTH, LTD.
CRD#: 172194Mansfield, TX 76063TRUST BUT VERIFY
Monitor Robert Schulz
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
