CS
CFP
CS
CFP

Charles P Schulz

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
2,831 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$3.5B

Fee Structure

Financial Planning:Included in AUM fee
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Location

275 N. Lindbergh, Ste. 20, St. Louis, MO, 63141

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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

Charles may receive referral fees from The Cornerstone Group for referring clients who purchase group health insurance products. This activity is investment-related.

Employment History
Current Registrations
Krilogy
April 2013 - Present · 12 yrs 10 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.