Mary Grace Schulz
AIF®Professional Summary
Mary Grace Schulz, AIF®, who also goes by Mary Lupia, Mary O'connor, is a registered financial advisor currently at SCHULZ FINANCIAL GROUP located in Tucson, Arizona. Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Mary has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mary Lupia, Mary O'connor
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Current Firm
FIVE SPEED FINANCIAL PLANNING LLC | WAYFINDER LIFESTYLE PLANNING | SCHULZ FINANCIAL GROUP | NAVIGANT WEALTH ADVISORS | MILESTONES INSURANCE
Contact Information
Main Address
6849 N Oracle Rd, Ste 175, Tucson, AZ 85704Phone Number
(520) 495-2800# of Employees
3SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
493AUM (Assets Under Management)
$114,881,655Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
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.
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
Primary Firm SEC Registration
FIVE SPEED FINANCIAL PLANNING LLC | WAYFINDER LIFESTYLE PLANNING | SCHULZ FINANCIAL GROUP | NAVIGANT WEALTH ADVISORS | MILESTONES INSURANCE
State Registrations and Notice Filings
(1/29/2026)
(1/28/2026)
(1/28/2026)
(1/27/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
CRS (Client Relationship Summary) - RIA
Click below to view Mary Grace Schulz's CRS (Customer Relationship Summary).
Similar Advisors
LIFE STRATEGY PARTNERS
FBL WEALTH MANAGEMENT, LLC
UNION CAPITAL COMPANY
