William Schultz is a registered investment advisor, based in Boise, ID.
Location
4900 N Rosepoint Way, Ste C, Boise, ID, 83713
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
William is a State Farm employee working as an intern, servicing customers. This investment-related activity takes about half of his time.
Employment History
Current Registrations
State Farm Vp Management CORP.
June 2025 - Present · 1 yr 1 mo
State Farm Vp Management CORP.Broker
June 2025 - Present · 1 yr 1 mo
State Farm Investment Management CORP.
May 2025 - Present · 1 yr 2 mos
State Registrations1 state
ID
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.