Beatrice K. Schultz

WESTFACE FINANCIAL ADVISORY

Camas, WA

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CRD#: 5607426

Professional summary

Beatrice Karen Schultz, CFP®, who also goes by Beatrice Schultz, is a registered financial advisor currently at WESTFACE FINANCIAL ADVISORY located in Camas, Washington.

Beatrice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Beatrice has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Beatrice Schultz

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. PACELINE, LLC, OWNER/MANAGING/INSURANCE AGENT MEMBER SINCE 10/2006 (DBA WESTFACE COLLEGE PLANNING), NOT INVESTMENT RELATED, 10% OF AVAILABLE TIME, SUBSTANTIALLY ALL DURING MARKET HOURS)(DBA WESTFACE FINANCIAL AND INSURANCE SERVICES), INVESTMENT RELATED, 10% OF AVAILABLE TIME, SUBSTANTIALLY ALL DURING MARKET HOURS. 2. 07/2018 TO PRESENT, MONEYTRAX NORTH AMERICA, INC. FINANCIAL SERVICES SOFTWARE FOR INDUSTRY PROFESSIONALS. NOT INVESTMENT RELATED. 40% OF TIME SPENT ON THIS ACTIVITY. ALL OUTSIDE BUSINESS ACTIVITY NOTED IS CONDUCTED FROM 1498 SE TECH CENTER PL, SUITE 385, VANCOUVER, WA 98683

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beatrice Karen 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^®

Certified Financial Planner

Experience

Current

January 3, 2014 - Present

WESTFACE FINANCIAL ADVISORY

RIA

CRD#: 168959

Camas, WA

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
(1/3/2014)

IAR

Oregon
(2/28/2017)

IAR

Washington
(4/4/2016)

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

Current Firm

WESTFACE FINANCIAL ADVISORY

PACELINE LLC | WESTFACE FINANCIAL AND INSURANCE SERVICES | WESTFACE FINANCIAL ADVISORY | WESTFACE FINANCIAL | WESTFACE COLLEGE PLANNING

CRD#: 168959 / SEC#:

California

Registered Investment Advisory firm - (1/1/2014 Approved)

Oregon

Registered Investment Advisory firm - (2/28/2017 Approved)

Washington

Registered Investment Advisory firm - (4/4/2016 Approved)

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Contact information

Main Address

Camas, WA

Mailing Address

720 Se 160th Ave Suite 103 #512, Vancouver, WA 98684

Phone number

(360) 818-7726

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	163
AUM (Assets Under Management)	$ 32,469,142

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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Beatrice K. Schultz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Beatrice Karen Schultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

WESTFACE FINANCIAL ADVISORY

State Registrations and Notice Filings

Exams

Current Firm

WESTFACE FINANCIAL ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WESTFACE FINANCIAL ADVISORY

TRUST BUT VERIFY

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