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Ronald Schulze

Advisor at Ronald Ray Schulze

Updated today

Location

Yorktown, TX

Credentials

CFP®, Series 63

Industry experience

9 years

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

Most active in

Texas

Work history

Ronald Ray Schulze

1990 - Present (36 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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Rebecca K

Series 63, Series 65

Cuero, TX

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Rebecca Koranek is a financial advisor with LPL Financial in Cuero, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at SagePoint Financial from 2015 to 2020 before joining LPL Financial in 2020. Outside of her advisory role, she maintains a notary public designation. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house Research team and a large network of investment adviser representatives.

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Clifton F

CFP®, Series 66

Cuero, TX

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Series 66

Cuero, TX

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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 in Cuero, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved in land holdings with his family through Pavo Loco Ranch LLC and manages cell tower royalties in Cuero, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of over 23,700 financial advisors nationwide.

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

Benjamin L

Series 66

Cuero, TX

Edward Jones

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General estate planning guidance Multi-generational wealth transfer General retirement planning 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 with a Series 66 designation and 12 years of experience at the firm. She is based in Cuero, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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