Brandon Schultz
Brandon Schultz is a registered investment advisor at Cetera Investment Advisers LLC, based in Tulsa, OK, with 6 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1350 S Boulder Ave Ste 300, Tulsa, OK, 74119
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon works as an account manager for Summit Financial Group, focusing on benefits, insurance, and investments, dedicating full-time hours to this role. He also co-owns and co-hosts TOBE: The Oklahoma Baseball Experience, a non-profit, spending a few hours per week generating media content.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Edward Jones
Edward JonesBroker
State Registrations4 states
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