Nancy Schulze is a registered investment advisor, based in Dallas, TX, with 17 years of industry experience.
5001 Spring Valley Road, Ste 850W, Dallas, TX, 75244
Get directionsNo 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.
Learn about disclosures →Nancy is President Emeritus at Chapman, Hext & Co, P.C. since 1992, dedicating a significant amount of time. She also serves as Treasurer for Literacy Instruction for Texas, a non-profit, dedicating minimal time, and is an advisory rep of a RIA at CIRA, dedicating about half of her time.
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.