MS
MS

Matthew Ronald Schultz

11 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114

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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

Matthew is involved in several business activities, including HousR Living LTD, Plan Group Financial, SMB LLC/MMBRO LLC, Stuhr Musem Foundation, The Academy of Classical Christen Studies, Private Client Services, First Financial Resources, DI Broker-East, and J Backwards D LLC. He also sells life, disability, health, group benefits, and LTC insurance, dedicating a significant portion of his time to these activities.

Employment History
Current Registrations
Private Client Services, LLCBroker
November 2023 - Present · 2 yrs 3 mos
Plan Group Financial, INC.
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Plan Group Financial, INC.
October 2020 - December 2022 · 2 yrs 2 mos
Saxony Securities, INC.Broker
October 2020 - November 2023 · 3 yrs 1 mo
Principal Securities, INC.
September 2014 - October 2020 · 6 yrs 1 mo
Principal Securities, INC.Broker
March 2014 - October 2020 · 6 yrs 7 mos
State Registrations5 states
FLILNEOKTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Matthew Ronald Schultz - Financial Advisor | TrueAdvisor