Nancy Elaine Schulze
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
34 yearsExperience
1 stateRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Nancy Elaine Schulze? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
34 years in the industry.
- Cambridge Investment Research Advisors, Inc.Jun 2013 to now
- Cambridge Investment Research IncJun 2013 to now
- Literacy Instruction for Texas (lift)May 2009 to now
- Ch Wealth Management, LLCDec 2006 to now
- North Dallas Investment Grou, Inc.Dec 2006 to now
- Chapman Hext Investments, LLCJan 2001 to now
- Nschulze, LLCJan 2001 to now
- White Rock Advisors, LLCJan 2001 to now
- White Rock Joint Venture, LPJan 2001 to now
- Chapman Hext & Company, P.C.Feb 1992 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 5568490
- Firm CRD
- 134139