Thomas Shultz Email & Phone Number
Manging Partner
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Thomas Shultz Location
- Franklin, TN, US
Thomas Shultz Work
- Manging Partner @ LyfeAdvisors (July 2017 - Present)
- Managing Partner @ (June 2017 - Present)
- President @ NAIFA SCOTTSDALE (June 2017 - September 2025)
- Registered Principal @ ProEquities, Inc. (August 2014 - June 2017)
- Financial Advisor and Investment Advisor Representative @ ProEquities, Inc. (June 2011 - June 2017)
- Managing Director and Regional Branch Manager, Greater Arizona Branch @ (June 2011 - June 2017)
- Jr. Vice President and Sales Manager @ The Dollarhide Financial Group, LLC (December 2010 - June 2011)
- Branch Sales Manager @ Bankers Life & Casualty (January 2010 - October 2010)
- Unit Sales Manager @ Bankers Life & Casualty (May 2008 - December 2009)
- Financial Advisor @ ProEquities/LPL California & Arizona (August 2009 - October 2010)
Thomas Shultz Education
- Humboldt State University
Business Marketing
1999-2001 - San Bernardino Valley College 1998-1999
- LaRue County High School 1994-1998
Thomas Shultz Skills
- 401k
- Annuities
- Annuity
- Asset Management
- Business Planning
- Change Leadership
- Change Management
- Coaching
- Consultative Selling
- Disability Insurance
- Employee Benefits
- Estate Planning
- Executive Mentoring
- Financial Advisory
- Financial Planners
- Financial Planning
- Fixed Annuities
- Health Insurance
- IRA's
- IRAs
- Insurance
- Insurance Planning
- Investments
- Leadership Development
- Life Insurance
- Long Term Care
- Long-term Care
- Medicare
- Medicare Supplements
- Mutual Funds
- New Business Development
- Retirement
- Retirement Planning
- Risk Management
- Sales Management
- Securities
- Selling
- Series 63
- Series 7
- Small Business
- Strategic Communications
- Strategic Financial Planning
- Strategic Planning
- Succession Planning
- Team Building
- Term Life Insurance
- Trust Services
- Wealth
- Wealth Management
- Whole Life
- PowerPoint
- Finance
- Microsoft Office
- Microsoft Word
Thomas Shultz Summary
- Thomas Shultz, based in Franklin, TN, US, is currently a Manging Partner at LyfeAdvisors. Thomas Shultz brings experience from previous roles at LyfeBeast, NAIFA SCOTTSDALE and ProEquities, Inc.. Thomas Shultz holds a 1999 - 2001 Business Marketing @ Humboldt State University. With a robust skill set that includes 401k, Annuities, Annuity, Asset Management, Business Planning and more. Thomas Shultz has 2 emails and 6 mobile phone numbers on RocketReach.
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