Alyssa Dalbey has been Vice President of Schultz Financial Group since December 2022, is a control person of the firm and directly owns between 5% and 10% of it. Alyssa Dalbey holds a B.S. in Business Administration from the University of Nevada, Reno.
Schultz Financial Group Incorporated is a Reno, NV firm with $215M under management, 116 clients and 4 advisers across 2 offices, as of its June 2026 filing.
Alyssa Dalbey is Wealth Manager and shareholder of Schultz Financial Group Inc., based in Reno, Nevada. She delivers wealth management services by creating financial and investment plans for individual client goals. She serves as a board member of the Community Foundation of Northern Nevada.
- – present · 8 yearsReno, NV · Adviser representative · Firm CRD 108724
Professional designations
Listed by Schultz Financial Group
- CPWA®
- CFP®
Investment adviser representative registrations
Alyssa Dalbey is registered as an investment adviser representative in 3 states. The first approvals date from December 2017; the most recent is Texas, in December 2023.
- CaliforniaSince 14 December 2017
- NevadaSince 20 December 2017
- TexasSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 December 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Alyssa Jane Dalbey
- CRD
- 6845470
- Firm
- Schultz Financial Group · CRD 108724
- Role
- Vice President
- Office
- 5190 NEIL ROAD, SUITE 450, Reno, NV 89502
- Registration
- Investment adviser registration
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfginc.com
Where does Alyssa Dalbey work?
Alyssa Dalbey has been Vice President of Schultz Financial Group Incorporated since December 2022, and is a control person of the firm.
Is Alyssa Dalbey a financial advisor?
Yes. Alyssa Dalbey has a current investment-adviser registration in California, Nevada and Texas, through Schultz Financial Group since December 2017.
How many years of experience does Alyssa Dalbey have?
Alyssa Dalbey has 8 years in the financial industry, since December 2017, across 1 adviser firm.
What exams has Alyssa Dalbey passed?
Alyssa Dalbey passed the Series 65 in December 2017.
Where is Alyssa Dalbey based?
Alyssa Dalbey’s registered office is in Reno, NV.
Is Alyssa Dalbey registered with FINRA?
No. Alyssa Dalbey has no current broker registration.
Is Alyssa Dalbey a CFP?
Schultz Financial Group lists Alyssa Dalbey with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Alyssa Dalbey’s record?
Search CRD 6845470 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alyssa Dalbey’s full registration record.
