Robert E. Schultz
ROLLINS FINANCIAL ADVISORS
Atanta, GA 30326
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CRD#: 5338514
Professional summary
Robert Ernst Schultz III, CFP®, CPWA®, who also goes by Robert E. Schultz III, is a registered financial advisor currently at ROLLINS FINANCIAL ADVISORS, LLC located in Atanta, Georgia.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 2 firms and has passed the Series 65 exam.
Biography
Robby is a Partner and Wealth Advisor who has worked for Rollins Financial since 1998. Robby is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant. He evaluates the various investments, portfolio allocations, and retirement options for clients. Robby is involved at all levels of servicing the asset management needs of our clients. Robby has focused on several areas of the financial services industry including retirement plan administration, pensions, and taxation. His background in analyzing the various pension options as well as Social Security benefits has helped to guide clients when making retirement decisions.
Beyond being a member of NAPFA, Robby is also a member of the Financial Planning Association (FPA).
In addition to his duties as a Wealth Advisor, Robby has also become much more involved in the taxation side of financial planning, and he routinely helps Rollins & Van Lear during tax season.
Outside of the office, Robby is married to Danielle Van Lear Schultz (partner of Rollins & Van Lear). The family supports numerous charities around Atlanta including Christ the King School, CURE Childhood Cancer, the Atlanta Botanical Gardens, Oakland Cemetery, Georgia Aquarium, and the University of West Georgia. Robby has served in the past on the Board of Directors of the University of West Georgia Alumni Association and on Board of Directors for the University of West Georgia Athletic Fund.
Education
Executive Program in Financial Planning, University of Georgia, Terry College of Business
Master of Public Administration, University of West Georgia
Bachelor of Arts, History, University of West Georgia
Recognition
Member of the Financial Planning Association (FPA)
Member of the National Association of Personal Financial Advisors (NAPFA)
Member of the Fee-Only Network
Question & Answer
What are your service offerings?
Social Security Planning
Estate Planning
Investment Planning
Retirement Planning
Tax Planning
Small Business Planning
Employee and Employer Plan Ben...
Inheritance
Comprehensive Financial Planni...
Retirement Income Management
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
High Net Worth Client Needs
Retirement Plan Investment Adv...
Tax Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Robert E. Schultz Iii
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 Ernst Schultz III'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: 2017
CPWA®
Start date: 2020-10-27
Expire date: 2024-09-30
Experience
Current
May 3, 2021 - Present
ROLLINS FINANCIAL ADVISORS, LLC
Office #1: 3343 Peachtree Road Ne Suite 500, Atanta, GA 30326RIA
CRD#: 312921
Atanta, GA
Past
June 22, 2007 - April 1, 2021
ROLLINS FINANCIAL INC
RIA
CRD#: 106896
ATLANTA, GA
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".
ROLLINS FINANCIAL ADVISORS, LLC
ROLLINS FINANCIAL ADVISORS, LLC
CRD#: 312921 / SEC#: 801-120482
RIA
Registered Investment Advisory firm - (3/10/2021 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
Georgia(5/3/2021)
Current Firm
ROLLINS FINANCIAL ADVISORS, LLC
ROLLINS FINANCIAL ADVISORS, LLC
CRD#: 312921 / SEC#: 801-120482
RIA
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Contact information
Main Address
3343 Peachtree Road Ne Suite 500, Atlanta, GA 30326
Mailing Address
Phone number
(404) 892-7967
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,011 |
| AUM (Assets Under Management) | $ 1,382,588,015 |
Red Flags
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