Tyler Edward Schultz
Investment adviser representative at Intellicents Investment Solutions Inc
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$9.9BFirm assets
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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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Intellicents Investment Solutions IncJun 2026 to now
- Intellicents Investments Solutions, incJun 2026 to now
- Mutual Securities, Inc.Jun 2026 to now
- Global Retirement Partners, LLCApr 2016 to May 2026
- LPL Financial, LLCApr 2016 to May 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (KS).
Intellicents Investment Solutions Inc
$9.9BAssets managed
8,280Clients
61Advisers
30 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
- 5762290
- Firm CRD
- 107498