Sharyl Lee Schultz
Investment adviser representative at Redhawk Wealth Advisors, Inc.
11 yearsExperience
2 statesRegistered in
$1.5BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Redhawk Wealth Advisors, Inc.Sep 2024 to now
- Ace Tax & Financial, Inc (dba)Dec 2015 to now
- Hf Advisory Group, LLCJul 2021 to Sep 2024
- Redhawk Wealth AdvisorsDec 2015 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1985
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Redhawk Wealth Advisors, Inc.
$1.5BAssets managed
3,205Clients
43Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1441961
- Firm CRD
- 146616