Alexander Schultz is a CFP-designated registered investment advisor, based in Omaha, NE, with 8 years of industry experience.
Location
13815 FNB Parkway, Suite 100, Omaha, NE, 68154
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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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Alexander works as an Investment Advisor Representative for MSEC, LLC and as an Associate in Compliance for Mariner Wealth Advisors. Both roles are investment-related and take up full-time hours.
Employment History
Current Registrations
Msec, LLCBroker
August 2024 - Present · 1 yr 9 mos
Mariner Wealth
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
January 2018 - June 2023 · 5 yrs 5 mos
State Registrations1 state
NE
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.