KS
CFP
KS
CFP

Kevin Franklyn Schulz

32 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
509 clients
Average Client Portfolio
$984K average
Assets Under Management
$500.7M

Fee Structure

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Location

12505 Bel-Red Road, Suite 200, Bellevue, WA, 98005

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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

Kevin is the owner of Kevin F. Schulz & Associates, LLC, a business entity for tax/investment purposes, dedicating about a quarter of his time. He is also a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, spending about 10-20% of his time on this activity.

Employment History
Current Registrations
Snider Financial Group
November 2024 - Present · 1 yr 3 mos
Previous Registrations
LPL Financial LLC
June 2023 - December 2024 · 1 yr 6 mos
LPL Financial LLCBroker
June 2023 - December 2024 · 1 yr 6 mos
Commonwealth Financial Network
January 2004 - June 2023 · 19 yrs 5 mos
Commonwealth Financial NetworkBroker
January 2004 - June 2023 · 19 yrs 5 mos
American Express Financial Advisors INC.Broker
January 1994 - January 2004 · 10 yrs
Ids Life Insurance CompanyBroker
January 1994 - January 2004 · 10 yrs
American Express Financial Advisors, INC.
December 1993 - January 2004 · 10 yrs 1 mo
State Registrations1 state
WA
Advisor
Exams
No exam information available for this advisor.