Kurt Schultz is a registered investment advisor at Atis, based in Highland, IN, with 32 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 229 clients with $96M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ATIS, Inc. offers investment management through wrap fee programs, where you pay a single fee that covers both investment advice and trading. The fee is a percentage of the value of your portfolio. The specific percentage you pay depends on the program you choose (RBC Advisor or RBC Unified Portfolio) and the size of your account. The fees also include the cost of the investments themselves, such as mutual fund expenses.
Location
9717 Prairie Avenue, Highland, IN, 46322
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kurt is a 20% partner of Evolution Investments, LLC, created in 2012 to acquire office facilities and manage the condo association. This requires minimal time.
Employment History
Current Registrations
Atis, INCBroker
Atis
Previous Registrations
American Trust Investment Services, INC.Broker
American Trust Investment Services, INC.
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities Corporation
Banc One Securities CorporationBroker
O'connor & Company LLCBroker
UBS Painewebber INC.Broker
High Yield Analytics, INC.Broker
Refco Securities, INC.Broker
Refco Securities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.