MS

Matthew Ronald Schultz

AIF®
PLAN GROUP FINANCIAL
OKLAHOMA CITY, OK
·CRD# 6303722·12 years registered

Professional Summary

Matthew Ronald Schultz, AIF® is a registered financial advisor currently at PLAN GROUP FINANCIAL, INC. located in Oklahoma City, Oklahoma and PRIVATE CLIENT SERVICES, LLC located in Oklahoma City, Oklahoma. Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Similar Advisors

Dalton Stockton
AdvisorCheck Check Mark
Dalton Stockton

WELLS FARGO CLEARING SERVICES, LLC

ST. LOUIS, MO · CRD#
Justin John Dagostino
AdvisorCheck Check Mark
Justin John Dagostino

VERTEX PARTNERS

DOWNERS GROVE, IL · CRD#
Mark Oconnell Downey II
AdvisorCheck Check Mark
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
GT
AdvisorCheck Check Mark
Gianluca Triennese

WEDBUSH SECURITIES INC.

DENVER, CO · CRD#