Bret Schultz
Professional summary
Bret Schultz, CFP® is a registered financial advisor currently at MARTIN & COMPANY located in Valencia, California.
Bret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Bret has worked at 5 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bret Schultz's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2022
Experience
June 15, 2026 - Present
MARTIN & COMPANY
Office #1: 25128 Avenue Tibbitts Suite 150, Valencia, CA 91355September 6, 2025 - June 24, 2026
CETERA INVESTMENT ADVISERS LLC
September 5, 2025 - June 24, 2026
CETERA WEALTH SERVICES, LLC
June 24, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
December 24, 2020 - September 8, 2025
AVANTAX ADVISORY SERVICES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/16/2026)
(6/15/2026)
Exams
Series 7TO
Date: 6/24/2021
General Securities Representative ExaminationCurrent Firm
MARTIN & COMPANY
CRD#: 342180 / SEC#: 801-136508
Contact information
SEC notice filing (2 States and Territories)
Documents
Red Flags
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