MS

Matthew Ronald Schultz

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

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

Get directions
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

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, LLC Broker
November 2023 - Present · 2 yrs 2 mos
Plan Group Financial, INC.
January 2023 - Present · 3 yrs
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 | AdvisorDiscover