Eryn J. Schultz

HER PERSONAL FINANCE

Houston, TX

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CRD#: 6784519

Professional summary

Eryn Jenell Schultz, who also goes by Eryn Schultz, is a registered financial advisor currently at HER PERSONAL FINANCE located in Houston, Texas.

Eryn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eryn has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eryn 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.

Eryn Schultz is the founder of Financial Education First DBA Earn with Eryn, where she provides financial education classes, content and workshops. This activity uses up 30% of her time during trading hours, and is not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eryn Jenell 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®

None

Experience

Current

August 28, 2023 - Present

HER PERSONAL FINANCE

RIA

CRD#: 327545

Houston, TX

Past

January 30, 2023 - July 17, 2023

EQUITA FINANCIAL NETWORK, INC.

RIA

CRD#: 277031

Houston, TX

Past

August 23, 2017 - December 31, 2017

ACCESS 401K LLC

RIA

CRD#: 288401

Houston, TX

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
(3/18/2025)

IAR

Massachusetts
(3/6/2025)

IAR

New York
(3/10/2025)

IAR

Texas
(8/28/2023)

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 65

Date: 1/30/2023

Uniform Investment Adviser Law Examination

Current Firm

HER PERSONAL FINANCE

ACCESS 401K | HER PERSONAL FINANCE | ACCESS 401K LLC

CRD#: 327545 / SEC#:

California

Registered Investment Advisory firm - (3/18/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (3/6/2025 Approved)

New York

Registered Investment Advisory firm - (3/10/2025 Approved)

Texas

Registered Investment Advisory firm - (8/28/2023 Approved)

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Contact information

Main Address

5410 Evergreen St., Houston, TX 77081

Mailing Address

Phone number

(713) 851-4096

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Eryn J. Schultz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eryn Jenell Schultz's CRS (Customer Relationship Summary).

Certified licenses

Experience

HER PERSONAL FINANCE

EQUITA FINANCIAL NETWORK, INC.

ACCESS 401K LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2023

Current Firm

HER PERSONAL FINANCE

Contact information

Documents

Red Flags

Company Information

HER PERSONAL FINANCE

TRUST BUT VERIFY

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