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Matthew Schultz

Advisor at Raymond James Financial

Updated today

Location

Watford City, ND 58854

Credentials

Series 66

Industry experience

10 years

About

Matthew Schultz is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial and Investment Centers of America. Schultz is president of Schultz Advisors Group LLC, which owns his book of business, and also operates under the Midwest Wealth brand. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored financial plans and a range of implementation options supported by firm research and outside managers.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

329 N. Main Street

Watford City, ND 58854

Most active in

North Dakota · Texas

Work history

Schultz Advisors Group LLC

2025 - Present (1 year)

Raymond James Financial Services, Inc.

2025 - Present (1 year)

Raymond James Financial Services Advisors, Inc.

2025 - Present (1 year)

Midwest Wealth

2024 - Present (2 years)

LPL Financial

2017 - 2025 (8 years)

Investment Centers of America, Inc.

2015 - 2017 (2 years)

Missouri Valley YMCA

2011 - 2016 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Shilo C

Series 66

Watford City, ND

LPL Financial

Shilo Chavez is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Thrivent Financial and Michael A Lucy American Family Insurance. Chavez serves as a city council member for Watford City, ND. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Douglas R

CFP®, Series 66

Watford City, ND

Edward Jones

Douglas Rolfson is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2018. He has seven years of industry experience, including roles at Kinder Morgan and Lite Form Construction. Outside of his advisory work, he is involved with a family trust that holds oil royalties in Watford City, ND. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates through a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Erin G

Series 66

Watford City, ND

Edward Jones

Erin George is a financial advisor at Edward Jones with five years of industry experience. She holds a Series 66 designation and previously worked at LPL Financial and First International Bank & Trust. In addition to her advisory role, she is involved in accounting through East Rock Accounting and Consulting. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory programs with a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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