Andrew Schultz
Andrew Schultz is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, with 15 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
102 North Cascade, Suite 350, Colorado Springs, CO, 80903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the controlling, sole member of Andrew J. Schultz, LLC, which was set up for a specific branch. He spends minimal time on this business.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations33 states
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