AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SR

Shane M. Reed

SCHULZ FINANCIAL GROUP
TUCSON, AZ 85704
Some features on this profile are disabled
CRD#: 7429554
SR

Professional summary

Shane Michael Reed, who also goes by Shane Michael Reed, is a registered financial advisor currently at SCHULZ FINANCIAL GROUP located in Tucson, Arizona.

Shane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Shane has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Shane Michael Reed

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shane Michael Reed's CRS (Customer Relationship Summary).
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

January 21, 2026 - Present

SCHULZ FINANCIAL GROUP

Office #1: 6849 N Oracle Rd, Ste 175, Tucson, AZ 85704
RIA
CRD#: 339660
TUCSON, AZ
Past

January 3, 2025 - April 22, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
WALTHAM, MA
Past

January 3, 2025 - April 22, 2025

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
WALTHAM, MA
Past

June 8, 2023 - January 7, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
TUCSON, AZ
Past

June 7, 2023 - June 7, 2023

LPL FINANCIAL LLC

RIA
CRD#: 6413
TUCSON, AZ
Past

December 7, 2022 - January 7, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
TUCSON, AZ

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
Arizona
(1/21/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/6/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/7/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/4/2022
Securities Industry Essentials Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/8/2024
General Securities Principal Examination

Current Firm

SF
SCHULZ FINANCIAL GROUP
FIVE SPEED FINANCIAL PLANNING LLC | WAYFINDER LIFESTYLE PLANNING | SCHULZ FINANCIAL GROUP | NAVIGANT WEALTH ADVISORS | MILESTONES INSURANCE

CRD#: 339660 / SEC#: 801-135037

RIA
Registered Investment Advisory firm - (1/6/2026 120-Day Approval)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6849 N Oracle Rd, Ste 175, Tucson, AZ 85704
Mailing Address
Phone number
(520) 495-2800
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2 (11/25/2025)
0

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.

Company Information

SCHULZ FINANCIAL GROUP

CRD#: 339660Tucson, AZ 85704

TRUST BUT VERIFY

Monitor Shane Reed

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Chad William Lawyer
Chad LawyerAdvisorCheck Check Mark
LIFE STRATEGY PARTNERS
IAR
TUCSON, AZ
EC
Edward CarpenterAdvisorCheck Check Mark
UNION CAPITAL COMPANY
IAR
RR
Lake Placid, FL
BM
Brian MckeighenAdvisorCheck Check Mark
FBL WEALTH MANAGEMENT, LLC
IAR
RR
West Des Moines, IA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.