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NT

Nicholas G. Trujillo

SCHULZ FINANCIAL GROUP
TUCSON, AZ 85704
Some features on this profile are disabled
CRD#: 7508362
NT

Professional summary

Nicholas George Trujillo, who also goes by Nicholas Trujillo, is a registered financial advisor currently at SCHULZ FINANCIAL GROUP located in Tucson, Arizona.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Nicholas has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nicholas Trujillo

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 Nicholas George Trujillo'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 20, 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 - January 30, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Tuscon, AZ
Past

January 3, 2025 - January 30, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Tuscon, AZ
Past

May 23, 2023 - January 7, 2025

LPL FINANCIAL LLC

RIA
CRD#: 6413
TUCSON, AZ
Past

February 15, 2023 - 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
(1/23/2026)
IAR
California
(1/21/2026)
IAR
Nebraska
(1/28/2026)
IAR
Texas
(1/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/18/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/15/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/7/2022
Securities Industry Essentials 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)
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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

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