Rodney Schulz is a registered investment advisor, based in Houston, TX, with 21 years of industry experience.
Location
Houston, TX
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Regulatory History (1)
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Regulatory
June 1990Final
Other Business Activities
Rodney works as an independent consultant, instructing oil and gas professionals on economics and uncertainty since 2010. This activity requires minimal time and is not directly investment-related.
Employment History
Previous Registrations
Schulz Financial, LLC
October 2019 - December 2020 · 1 yr 2 mos
Schulz Financial, LLC
January 2007 - December 2018 · 11 yrs 11 mos
Schulz Financial, LLC
January 2007 - December 2012 · 5 yrs 11 mos
Schulz Financial, LLC
May 2003 - December 2006 · 3 yrs 7 mos
American Express Financial Advisors, INC.
November 2002 - March 2003 · 4 mos
Ids Life Insurance CompanyBroker
August 2002 - March 2003 · 7 mos
American Express Financial Advisors INC.Broker
August 2002 - March 2003 · 7 mos
State Registrations1 state
TX
Advisor
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.
Exams
No exam information available for this advisor.