Debra Shultz
Debra Shultz is a registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 26 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Overland Park, KS
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Regulatory History (1)
Customer Dispute
April 2025Other Business ActivitiesSells Insurance
Debra offers long-term care insurance through Mutual of Omaha, dedicating minimal time to this activity. She is also an agent with Millennium Brokerage Group, LLC selling non-variable insurance, spending a few hours per week. Finally, Debra is involved with the Missouri Korean War Veterans Memorial, spending about a third of her time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
V Wealth Advisors LLC
Country Club Financial Services, INC.Broker
Country Club Financial Services, INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
New England SecuritiesBroker
State Registrations5 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.