Cari Schulz, financial advisor Litchfield Park AZ

Cari Schulz

CRD Number: 2217548
Current Firm: Lasalle St. Investment Advisors, LLC

Cari Schulz (CRD# 2217548) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Litchfield Park, AZ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Lasalle St. Investment Advisors, LLC Elmhurst, IL Jan 2023 - Current 1
Lasalle St. Securities, LLC Elmhurst, IL Jan 2023 - Current 1
Ubs Financial Services Inc. Ft. Worth, TX Oct 2014 - Jan 2023 8
Morgan Stanley Smith Barney Ft. Worth, TX Jun 2009 - Oct 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1992
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Cari A. Schulz
Phone Number: 630-600-0500
Registered State(s):
  • AZ
  • FL
  • NM
  • NY
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    3,475
    MILLIONS
  • Total Number of Accounts
    10,422
    ACCOUNTS
  • Average Account Value
    $333,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV

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