Andrea Nicole Atencio
Investment adviser representative at Schulz Financial Group
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Schulz Financial GroupAug 2026 to now
- UnemployedNov 2025 to Jul 2026
- Northern Trust Securities, Inc.Nov 2015 to Nov 2025
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6566811
- Firm CRD
- 339660