Matthew Schultz
Matthew Schultz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watford City, ND, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
329 N. Main Street, Watford City, ND, 58854
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Matthew is the owner and president of Schultz Advisors Group LLC, which owns his book of business and acts as the legal entity for the DBA Midwest Wealth. He dedicates a significant amount of time to this business, working more than half-time hours. Matthew also uses Midwest Wealth for branding and marketing purposes.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
State Registrations22 states
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