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Managing Member/cco · Schulz Financial Group

Mary G. Schulz

CRD 6370460 · Named on Form ADV at one SEC-registered adviser

At a glance

Schulz Financial Group, an SEC-registered wealth manager based in Tucson, AZ with $115 million in regulatory assets, lists Mary G. Schulz on its Form ADV as Managing Member/cco, a control person.

Firms and roles

AtlasMembers

Mary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.