Mary Schulz has been Managing Member/CCO of Five Speed Financial Planning since September 2017, is a control person of the firm and directly owns 75% or more of it. Mary Schulz studied at The Culinary Institute of America.
Five Speed Financial Planning LLC is a Tucson, AZ firm with $115M under management, 353 clients and 4 advisers in one office, as of its August 2026 filing.
Mary Schulz is Founder, CCO and Financial Planner of Five Speed Financial Planning LLC, which does business as Schulz Financial Group, based in Tucson. She began her career as a Financial Advisor in Tucson in 2014, after spending 15 years in luxury hospitality management working for Fortune 500 companies.
Mary Schulz’s longest registration was 6 years at LPL Financial LLC (2018–2025). Before joining Five Speed Financial Planning in 2026, Mary Schulz was registered through Commonwealth Financial Network and LPL Financial LLC.
- Schulz Financial GroupCurrent– present · under a yearTucson, AZ · Adviser representative · Firm CRD 339660
- Commonwealth Financial Network– · 1 yearTuscon, AZ · Adviser representative · Firm CRD 8032
- LPL Financial LLC– · 6 yearsTucson, AZ · Adviser representative · Firm CRD 6413
- Southwest Investment Advisors, Inc.– · 3 yearsTucson, AZ · Adviser representative · Firm CRD 117052
Professional designations
Listed by Five Speed Financial Planning
- Accredited Investment Fiduciary (AIF®)
- Retirement Income Certified Professional® (RICP®)
Investment adviser representative registrations
Mary Schulz is registered as an investment adviser representative in 4 states. Each was approved in January 2026.
- ArizonaSince 29 January 2026
- CaliforniaSince 28 January 2026
- NebraskaSince 28 January 2026
- TexasSince 27 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 October 2014 |
| Series 63 | Uniform Securities Agent State Law Examination | 22 September 2014 |
| Series 7 | General Securities Representative Examination | 18 August 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mary Grace Schulz
- CRD
- 6370460
- Firm
- Five Speed Financial Planning · CRD 339660
- Role
- Managing Member/CCO
- Office
- 6849 N ORACLE RD,, STE 175, Tucson, AZ 85704
- Registration
- Investment adviser registration
- In the industry since
- August 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- schulzfinancialgroup.com
Where does Mary Schulz work?
Mary Schulz has been Managing Member/CCO of Five Speed Financial Planning LLC since September 2017, and is a control person of the firm.
Is Mary Schulz a financial advisor?
Yes. Mary Schulz has a current investment-adviser registration in Arizona, California, Nebraska and Texas, through Five Speed Financial Planning since January 2026.
How many years of experience does Mary Schulz have?
Mary Schulz has 12 years in the financial industry, since August 2014, across 4 adviser firms.
What exams has Mary Schulz passed?
Mary Schulz has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2014. FINRA credited Mary Schulz with the SIE, which began in October 2018.
Where did Mary Schulz work before Five Speed Financial Planning?
Before Five Speed Financial Planning, Mary Schulz was registered through LPL Financial LLC, June 2018 to January 2025; Southwest Investment Advisors, Inc., November 2014 to October 2018.
Where is Mary Schulz based?
Mary Schulz’s registered office is in Tucson, AZ.
Is Mary Schulz registered with FINRA?
No. Mary Schulz has no current broker registration.
How can I verify Mary Schulz’s record?
Search CRD 6370460 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Schulz’s full registration record.