Nicholas Trujillo has been an investment adviser representative at Five Speed Financial Planning since January 2026, and is not listed among the firm’s executive officers or direct owners. Nicholas Trujillo holds a Bachelor's degree in Economics from the University of Arizona.
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.
Nicholas Trujillo is Financial Advisor of Five Speed Financial Planning LLC, which does business as Schulz Financial Group. He joined the firm in February 2022 as Client Relationship Manager and was promoted to Financial Advisor by May 2023. After college he worked at a local credit union, where he gained knowledge of the financial services industry.
Nicholas Trujillo’s longest registration was 1 year at LPL Financial LLC (2023–2025). Before joining Five Speed Financial Planning in 2026, Nicholas Trujillo 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– · 1 yearTucson, AZ · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Nicholas Trujillo is registered as an investment adviser representative in 4 states. Each was approved in January 2026.
- ArizonaSince 23 January 2026
- CaliforniaSince 21 January 2026
- NebraskaSince 28 January 2026
- TexasSince 20 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 18 May 2023 |
| Series 7TO | General Securities Representative Examination | 15 February 2023 |
| SIE | Securities Industry Essentials Examination | 7 November 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Nicholas George Trujillo
- CRD
- 7508362
- Firm
- Five Speed Financial Planning · CRD 339660
- Office
- 6849 N ORACLE RD,, STE 175, Tucson, AZ 85704
- Registration
- Investment adviser registration
- In the industry since
- February 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- schulzfinancialgroup.com
Where does Nicholas Trujillo work?
Nicholas Trujillo is an investment adviser representative registered through Five Speed Financial Planning LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Nicholas Trujillo a financial advisor?
Yes. Nicholas Trujillo 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 Nicholas Trujillo have?
Nicholas Trujillo has 3 years in the financial industry, since February 2023, across 3 adviser firms.
What exams has Nicholas Trujillo passed?
Nicholas Trujillo has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2022.
Where did Nicholas Trujillo work before Five Speed Financial Planning?
Before Five Speed Financial Planning, Nicholas Trujillo was registered through LPL Financial LLC, May 2023 to January 2025.
Where is Nicholas Trujillo based?
Nicholas Trujillo’s registered office is in Tucson, AZ.
Is Nicholas Trujillo registered with FINRA?
No. Nicholas Trujillo has no current broker registration.
How can I verify Nicholas Trujillo’s record?
Search CRD 7508362 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicholas Trujillo’s full registration record.
