Matthew Schultz Email & Phone Number
Senior Wealth Manager - Partner @ PlanGroup Financial, Inc.
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Matthew Schultz Location
- Edmond, OK, US
Matthew Schultz Work
- 2020 -now Senior Wealth Manager - Partner @
- 2014 -2020 Senior Financial Representative and Principal Securities Registered Representative and Financial Advisor @
- 2013 -2013 Young Professionals Chair @ Grand Island Chamber of Commerce
- 2012 -2013 Director of Training and Development @
- 2011 -2013 Petroleum Landman @ Self-Employed
- 2009 -2011 Senior Educational Leadership Consultant @
- 1995 -2008 Manager, Sales, Technician @
- 2006 -2007 Shop Manager @ Comprehensive Design Solutions
Matthew Schultz Education
- Oklahoma City University
BA
2005-2009 - Grand Island Northwest High School
High School Diploma
2001-2005
Matthew Schultz Skills
- Financial Planning
- Financial Services
- Long Term Care Insurance
- Variable Annuities
- Fixed Annuities
- Mutual
- Public Speaking
- Microsoft Office
- Leadership
- Strategic Planning
- Training
- Deferred Compensation Plans
- Mutual Funds
- Term Life Insurance
- Estate Planning Strategies
- Informal Business Valuation
- Pension Plans
- Individual Pension Plans
- Disability Insurance
- Disability Income Insurance
- 401k Rollovers
- 401(k) Retirement Savings Plans
- Buy-Sell Review
- Charitable Giving
- Financial Needs Analysis
- Key Person Insurance
- Salary Continuation
- Supplemental Retirement Income
- Tax-Deferred Savings
- Asset Allocation Analysis
- Simple IRA
- IRAs
- Traditional IRA
- Roth IRA
- Buy-sell Agreements
- Executive Benefits Strategies
- Income Protection
- Split Dollar Plans
- Survivor Income
- Universal Life Insurance
- Whole Life Insurance
- 403(b) Retirement Plans
- SEP IRA
- College Funding Strategies
- Business Continuation Strategies
- Succession Planning
- Defined Benefit
- Benefit Check-Up
- Wealth Accumulation
- Securities
- 401 Retirement Savings Plans
- Buy Sell Review
- Tax Deferred Savings
- Buy Sell Agreements
- 403 Retirement Plans
Matthew Schultz Summary
- Matthew Schultz, based in Edmond, OK, US, is currently a Senior Wealth Manager - Partner at PlanGroup Financial, Inc.. Matthew Schultz brings experience from previous roles at Principal Financial Group, Grand Island Chamber of Commerce, Bosselman Companies and Self-Employed. Matthew Schultz holds a 2005 - 2009 BA @ Oklahoma City University. With a robust skill set that includes Financial Planning, Financial Services, Long Term Care Insurance, Variable Annuities, Fixed Annuities and more. Matthew Schultz has 3 emails and 1 mobile phone numbers on RocketReach.
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