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Scot Charles Schultz is a financial advisor professional located in Allison, IA. They specialize in financial advisory. With over 24 years of experience, they bring deep expertise to every client.
Scot Charles Schultz - Cuna Brokerage Services, Inc. holds an active professional license (FINRA CRD) for your protection.
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Scot Charles Schultz operates Cuna Brokerage Services, Inc. in Allison, Iowa, bringing 24 years of experience in financial advisory services. He holds a FINRA CRD license number 4378419, which governs his brokerage activities and client interactions. His extended tenure in the industry reflects substantial experience navigating financial markets and client relationships.
A FINRA CRD (Central Registration Depository) license indicates registration with the Financial Industry Regulatory Authority, the self-regulatory organization overseeing brokers and investment professionals. This registration means the license holder has passed required examinations, completed background checks, and operates under FINRA's compliance and conduct rules. The CRD system tracks disciplinary history and qualifications, providing regulatory oversight of brokerage activities and client protections.