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Ronald Ray Schulze

Advisor at Ronald Ray Schulze — Yorktown, TX

Updated today

Credentials

CFP®, Series 63

Experience

9 years

Location

Yorktown, TX

Ronald Ray Schulze

Independent

Total advisors

1

Clients per advisor

7 Low

Avg AUM per client

$804,688 High

HNW client ratio

0% Low

About

Ronald Schulze is a CFP® certificant with nine years of industry experience, operating his independent firm, Ronald Ray Schulze, in Yorktown, TX. He has been active in the financial services field since 1990. Ronald Ray Schulze provides personalized investment management and financial planning services primarily to individual clients. The firm employs a tactical asset allocation, core-and-satellite approach with a focus on mutual funds, incorporating market-timing strategies that are relatively uncommon among independent advisers.

Client services

Based on Ronald Ray Schulze

Portfolio management Market timing

Expertise

Based on Ronald Ray Schulze

General retirement planning College savings (529s, UTMA, etc.)

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Fee options

Fixed

Fixed fees may be considered, but no specific amounts stated

Percentage

Maximum 0.5% quarterly (equivalent to 2.0% annually), negotiable

Other

Fee-only: Fee-only investment management; no commissions accepted

Location

Yorktown, TX

Yorktown TX

Advisors at this office

1

Most active in

Texas

Work history

9 years of industry experience

Ronald Ray Schulze

1990 - Present • 36 years

Yorktown, TX

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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Rebecca K

Series 63, Series 65

Cuero, TX

LPL Financial

Rebecca Koranek is a financial advisor with LPL Financial in Cuero, Texas, holding Series 63 and Series 65 credentials and 15 years of industry experience. She previously worked at SagePoint Financial, Inc. from 2016 to 2020 before joining LPL Financial. She is also a commissioned notary. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Clifton F

CFP®, Series 66

Cuero, TX

Edward Jones

Clifton Foulds is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He owns the building occupied by his Edward Jones office in Cuero, TX. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.

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

Trey P

Series 66

Cuero, TX

Edward Jones

Trey Parma is a financial advisor with Edward Jones in Cuero, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he operated Trey Parma Consulting and was involved with Goldman, Hunt & Notz, LLP for ten years. He also manages Parma Ranch, a personal family ranch where he maintains livestock and land. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment options, with a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

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

Tyler M

Series 66

Cuero, TX

Edward Jones

Tyler Mc Clellan is a financial advisor at Edward Jones with 19 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory work, he is involved in land holdings with family and receives royalties from cell tower investments. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning Wealth management General retirement planning Founder/Business Owner Intergenerational Families

Benjamin L

Series 66

Cuero, TX

Edward Jones

Benjamin Langford is a financial advisor at Edward Jones with three years of industry experience. He previously worked at SWBC Investment Company and SWBC Investment Services LLC from 2022 to 2024. Outside of his advisory role, he owns rental property in San Antonio, Texas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Multi-generational wealth transfer General retirement planning Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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Ashley M

Series 66

Cuero, TX

Edward Jones

Ashley Markos is a financial advisor at Edward Jones in Cuero, TX, holding a Series 66 designation with 12 years of experience at the firm since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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