Vicki Schultz has been Executive Vice President of Schultz Financial Group since May 1984, is a control person of the firm and directly owns under 5% of it. Vicki Schultz holds an MBA from California State University, Long Beach and a B.S. in Education from Temple University.
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.
Vicki Schultz is Wealth Manager and shareholder of Schultz Financial Group Inc., based in Reno, Nevada. She was hired as a Financial Analyst in 1983 and became a business partner of the firm's founder a year later. She is involved with local organizations including the Community Foundation of Western Nevada's Professional Advisors Council and the Investment Committee of the University of Nevada, Reno Foundation.
Vicki Schultz’s longest registration is the current one, 33 years at Schultz Financial Group since 1993.
- Sierra Nevada Investment Management– · 2 yearsReno, NV · Adviser representative · Firm CRD 123136
- – present · 33 yearsReno, NV · Adviser representative · Firm CRD 108724
Professional designations
Listed by Schultz Financial Group
- CFP®
Investment adviser representative registrations
Vicki Schultz is registered as an investment adviser representative in 4 states. The first approvals date from August 1993; the most recent is New Hampshire, in June 2021.
- CaliforniaSince 4 May 2011
- NevadaSince 27 August 1993
- New HampshireSince 22 June 2021
- TexasSince 21 February 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 18 February 1984 |
- Name
- General Securities Representative Examination
- Full name
- Vicki Paula Schultz
- CRD
- 1223391
- Firm
- Schultz Financial Group · CRD 108724
- Role
- Executive Vice President
- Office
- 5190 NEIL ROAD, SUITE 450, Reno, NV 89502
- Registration
- Investment adviser registration
- In the industry since
- August 1993
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- sfginc.com
Where does Vicki Schultz work?
Vicki Schultz has been Executive Vice President of Schultz Financial Group Incorporated since May 1984, and is a control person of the firm.
Is Vicki Schultz a financial advisor?
Yes. Vicki Schultz has a current investment-adviser registration in California, Nevada, New Hampshire and Texas, through Schultz Financial Group since August 1993.
How many years of experience does Vicki Schultz have?
Vicki Schultz has 33 years in the financial industry, since August 1993, across 2 adviser firms.
What exams has Vicki Schultz passed?
Vicki Schultz passed the Series 7 in February 1984.
Where is Vicki Schultz based?
Vicki Schultz’s registered office is in Reno, NV.
Is Vicki Schultz registered with FINRA?
No. Vicki Schultz has no current broker registration.
Is Vicki Schultz a CFP?
Schultz Financial Group lists Vicki Schultz with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Vicki Schultz’s record?
Search CRD 1223391 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Vicki Schultz’s full registration record.
