Jeffery Schulz
Investment adviser representative at Larson Financial Group, LLC
12 yearsExperience
1 stateRegistered in
$5.5BFirm assets
16 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 assetsHourlyFixed 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
12 years in the industry.
- Larson Financial Group, LLCJan 2025 to now
- Stifel, Nicolaus & Company, IncorporatedMay 2023 to Jan 2025
- Larson Financial Group, LLCFeb 2019 to May 2023
- ST. Louis Community CollegeAug 2018 to Feb 2019
- Larson Financial Group, LLCOct 2014 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (MO).
Larson Financial Group, LLC
$5.5BAssets managed
4,961Clients
66Advisers
16 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
- 4051408
- Firm CRD
- 140599