Russell Schultz has been CEO of Schultz Financial Group since November 1982, is a control person of the firm and directly owns under 5% of it.
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.
Russ Schultz is Chief Executive Officer and Chief Investment Officer of Schultz Financial Group Inc., based in Reno, Nevada. He founded the firm in 1982 in Southern California and moved it to Reno a decade later. He served on the board of directors of the National Association of Personal Financial Advisors from 1995 through 1998.
- – present · 15 yearsReno, NV · Adviser representative · Firm CRD 108724
- – · 13 yearsReno, NV · Adviser representative · Firm CRD 108724
Professional designations
Listed by Schultz Financial Group
- CFP®
Investment adviser representative registrations
Russell Schultz is registered as an investment adviser representative in 4 states. The first approvals date from May 2011; the most recent is Texas, in December 2023.
- CaliforniaSince 3 May 2011
- NevadaSince 3 May 2011
- New HampshireSince 22 June 2021
- TexasSince 1 December 2023
Examinations
No examinations are on Russell Schultz’s record.
- Full name
- Russell Corey Schultz
- CRD
- 733097
- Firm
- Schultz Financial Group · CRD 108724
- Role
- CEO
- Office
- 5190 NEIL ROAD, SUITE 450, Reno, NV 89502
- Registration
- Investment adviser registration
- In the industry since
- July 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfginc.com
Where does Russell Schultz work?
Russell Schultz has been CEO of Schultz Financial Group Incorporated since November 1982, and is a control person of the firm.
Is Russell Schultz a financial advisor?
Yes. Russell Schultz has a current investment-adviser registration in California, Nevada, New Hampshire and Texas, through Schultz Financial Group since May 2011.
How many years of experience does Russell Schultz have?
Russell Schultz has 29 years in the financial industry, since July 1997, across 1 adviser firm.
Where is Russell Schultz based?
Russell Schultz’s registered office is in Reno, NV.
Is Russell Schultz registered with FINRA?
No. Russell Schultz has no current broker registration.
Is Russell Schultz a CFP?
Schultz Financial Group lists Russell Schultz with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Russell Schultz’s record?
Search CRD 733097 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Russell Schultz’s full registration record.
