Gail B. Schutz

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CRD#: 4589965

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.

Gail Bostian Schutz, who also goes by Gail Bostian Mcneill, Gail Bostian Schwindeman, was a registered financial professional .

Gail is a previously registered financial professional and started their career in finance in 2002. Gail had worked at 3 firms and has passed the Series 66, Series 79TO, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Gail Bostian Mcneill | Gail Bostian Schwindeman

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.

1. SMART Group Houston, Investment Related, Start 5-2-2002, Approx. 80 hrs/mo, all during trading hours, 4801 Woodway Dr., Ste. 305 West, Houston, TX 77056, Nature: Marketing Name for Life Insurance, Investment Advisory, and commission based financial transactions with clients. Receive fees ad commissions through WEG and Life Insurance Commissions direct from carriers, Title: COO, Duties: Develop strategies for client financial objectives which may include sales of life insurance or investments. Assist in implementation of these strategies, monitor progress and communicate with clients on service needs. 2. Exponent Prosperity Accelerator Advisors, LLC, Not Investment Related, Started 1-1-20, Approx 5 hr/mo, all during trading hours, 4801 Woodway Dr.,Ste. 305 West, Houston, TX 77056, Business Consulting Activities previously offered (and approved) through Ron Schultz-Planning Business Transitions, LLC will now be offered through a new entity owned by G. Abbound & C. Bourgeois, Inc. Profit Picture Software., Position: Consultant, Duties: Support the development of business improvement concepts to private business owners and assist with planning for future business transition. May include executive retention plans and informal business valuation. 3) Mariner Metrics LLC dba Profit Progress. Not Investment Related. 4801 Woodway Dr. Ste. 305 West, Houston, TX 77056. Start Date:2/1/2021. Member. Profit Progress is a software service offering visual business intelligence to privately held business owners on a subscription basis. Assist in preparing operations documents and some marketing. Approx. No Hrs/Mo. 4-5. Approx. 4 during trading hours.

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®

None

Experience

Past

October 7, 2014 - July 27, 2023

WORLD EQUITY GROUP, INC.

RIA

CRD#: 29087

Houston, TX

Past

October 7, 2014 - July 27, 2023

WORLD EQUITY GROUP, INC.

CRD#: 29087

Houston, TX

Past

January 3, 2008 - November 6, 2014

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RIA

CRD#: 143384

HOUSTON, TX

Past

July 5, 2005 - December 31, 2007

RESOURCE HORIZONS GROUP LLC

RIA

CRD#: 104368

HOUSTON, TX

Past

November 13, 2003 - December 31, 2003

RESOURCE HORIZONS GROUP LLC

RIA

CRD#: 104368

HOUSTON, TX

Past

October 29, 2002 - September 30, 2014

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

HOUSTON, TX

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".

WORLD EQUITY GROUP, INC.

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA

Registered Investment Advisory firm - SEC (3/26/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/5/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/28/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/18/2003

General Securities Principal Examination

Current Firm

WORLD EQUITY GROUP, INC.

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA

Registered Investment Advisory firm - SEC (3/26/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

425 N Martingale Road Suite 1220, Schaumburg, IL 60173

Mailing Address

425 N Martingale Road Suite 1200, Schaumburg, IL 60173

Phone number

(847) 342-1700

Established

Illinois since 09/13/1991

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

170

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ADHESION PROGRAM WRAP FEE BROCHURE (5/20/2025)

WORLD EQUITY GROUP ADV PART II (5/20/2025)

REP MANAGER PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers

Name	Position	CRD#
WENTWORTH MANAGEMENT SERVICES, LLC	OWNER
DUDAS, STEPHEN STANLEY	PRESIDENT	4820047
GOULD, CRAIG MICHAEL	CHIEF EXECUTIVE OFFICER	2367293
LISHCHYNSKY, MARK JOHN JR	CHIEF OPERATING OFFICER	2478952
WEBB, WILLIAM DUDLEY JR	CHIEF COMPLIANCE OFFICER	1256777

Regulatory assets under management

Total Number of Accounts	3,151
AUM (Assets Under Management)	$ 944,844,374

Disclosures

Regulatory Event

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.

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Gail B. Schutz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WORLD EQUITY GROUP, INC.

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RESOURCE HORIZONS GROUP LLC

RESOURCE HORIZONS GROUP LLC

RESOURCE HORIZONS GROUP LLC

Primary Firm SEC Registration

WORLD EQUITY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/5/2005

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/28/2002

Series 24

Date: 1/18/2003

Current Firm

WORLD EQUITY GROUP, INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WORLD EQUITY GROUP, INC.

TRUST BUT VERIFY

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