Robert Schulz has been Chief Compliance Officer and President of Schulz Wealth since September 2014, is a control person of the firm and directly owns 75% or more of it. Robert Schulz holds a Degree in Accounting from the University of Texas.
Schulz Wealth, LTD. is a Mansfield, TX firm with $438M under management, 176 clients and 3 advisers across 3 offices, as of its September 2026 filing.
Robert R. Schulz is President and Founder of Schulz Wealth. After graduating from the University of Texas with a degree in accounting, he was commissioned as a U.S. Navy Surface Warfare Officer. After gaining industry experience, he founded Schulz Wealth in 2014, and he has taught retirement planning at Texas Christian University and UT Arlington.
Robert Schulz’s longest registration is the current one, 12 years at Schulz Wealth since 2014. Before joining Schulz Wealth in 2014, Robert Schulz was registered through Cambridge Investment Research Advisors, Inc. and Signal Securities, Inc.
- Schulz Wealth, LTD.Current– present · 12 yearsMansfield, TX · Adviser representative · Firm CRD 172194
- Cambridge Investment Research Advisors, Inc.– · 8 yearsMansfield, TX · Adviser representative · Firm CRD 134139
- Signal Securities, Inc.– · 3 yearsArlington, TX · Adviser representative · Firm CRD 15916
- Princor Financial Services Corporation– · 7 yearsArlington, TX · Adviser representative · Firm CRD 1137
Professional designations
Listed by Schulz Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Robert Schulz is registered as an investment adviser representative in Texas, since September 2014.
- TexasSince 30 September 2014
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 11 June 2001 |
| Series 7 | General Securities Representative Examination | 7 February 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 1995 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 November 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Robert Rankin Schulz
- CRD
- 2664834
- Firm
- Schulz Wealth · CRD 172194
- Role
- Chief Compliance Officer and President
- Office
- 560 N. WALNUT CREEK, SUITE 120, Mansfield, TX 76063
- Registration
- Investment adviser registration
- In the industry since
- November 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- schulzwealth.com
Where does Robert Schulz work?
Robert Schulz has been Chief Compliance Officer and President of Schulz Wealth, LTD. since September 2014, and is a control person of the firm.
Is Robert Schulz a financial advisor?
Yes. Robert Schulz has a current investment-adviser registration in Texas, through Schulz Wealth since September 2014.
How many years of experience does Robert Schulz have?
Robert Schulz has 30 years in the financial industry, since November 1995, across 4 adviser firms.
What exams has Robert Schulz passed?
Robert Schulz has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 24. The earliest, the Series 6, was passed in November 1995. FINRA credited Robert Schulz with the SIE, which began in October 2018.
Where did Robert Schulz work before Schulz Wealth?
Before Schulz Wealth, Robert Schulz was registered through Signal Securities, Inc., January 2003 to October 2006; Princor Financial Services Corporation, November 1995 to December 2002.
Where is Robert Schulz based?
Robert Schulz’s registered office is in Mansfield, TX.
Is Robert Schulz registered with FINRA?
No. Robert Schulz has no current broker registration.
Is Robert Schulz a CFP?
Schulz Wealth lists Robert Schulz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Robert Schulz’s record?
Search CRD 2664834 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Schulz’s full registration record.