Nathan Michael Schultz
Investment adviser representative at Smith Moore & Co.
10 yearsExperience
1 stateRegistered in
$2.4BFirm assets
19 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
Experience
10 years in the industry.
- Smith, Moore & Co.Apr 2024 to now
- Smith MooreFeb 2024 to now
- Holy Cow Beef SnacksJan 2019 to now
- Smith MooreJun 2022 to Aug 2022
- Smith MooreJun 2021 to Aug 2021
- Mckendree UniversityAug 2019 to Dec 2023
- St. Anthony High SchoolAug 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (IL).
Smith Moore & Co.
$2.4BAssets managed
4,142Clients
45Advisers
19 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
- 7407416
- Firm CRD
- 3441