Mary Grace Schulz
Investment adviser representative at Schulz Financial Group
12 yearsExperience
4 statesRegistered in
$114.9MFirm assets
Under 1 yearFirm 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
Experience
12 years in the industry.
- Schulz Financial GroupJan 2025 to now
- Commonwealth Financial NetworkJan 2025 to now
- Five Speed Reality LLCNov 2019 to now
- LPL Financial LLCNov 2017 to Jan 2025
- National Planning CorporationFeb 2015 to Nov 2017
- Southwest Investment Advisors, Inc.Jun 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, NE, TX).
Schulz Financial Group
Legal name: Five Speed Financial Planning LLC
$114.9MAssets managed
353Clients
4Advisers
Under 1 yearIn 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
- 6370460
- Firm CRD
- 339660