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Mitchell Schultze

13 Years of Experience
Norfolk, NE
BrokerSells Insurance

Mitchell Schultze is a registered investment advisor, based in Norfolk, NE, with 13 years of industry experience.

Location

314 N 5th St, Norfolk, NE, 68701

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History

Regulatory History
Clean regulatory record

No 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.

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Other Business ActivitiesSells Insurance

Mitchell is an employee at Northeast Community College, a board member for Neighborworks Northeast Nebraska and Northeast Nebraska Youth Sports Association, and an owner of Nebraska D-League. He also owns HFS Insurance Group LLC, selling fixed health insurance, which takes about a quarter of his time.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
February 2013 - August 2023 · 10 yrs 6 mos
Securian Financial Services, INC.Broker
January 2013 - August 2023 · 10 yrs 7 mos
State Registrations11 states
COIAILINKSMIMONESDTXWA
AdvisorBrokerBoth

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.
Mitchell Schultze - Financial Advisor | TrueAdvisor