Gregory Schultze
Gregory Schultze is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Oakbrook Terrace, IL, with 28 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1 Tower Ln Ste 2160, Oakbrook Terrace, IL, 60181
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2003Customer Dispute
October 2002Other Business Activities
Gregory owns real estate, including land and a boat marina, and has ownership stakes in several businesses, including The Schultze Group (his Ameriprise practice), Schultze Real Estate Group LLC, Data House Ventures, LLC, and Oakbrook Cornerstone LLC. He spends about a quarter of his time on Schultze Real Estate Group LLC.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations40 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.