Alex Schultz
Certified Financial Planner™
- Role
- Wealth Advisor at Mariner
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Alex Schultz
I am currently a Certified Financial Planner™ professional in Omaha. I graduated from…
Experience
Wealth Advisor
Jun 2023 — Present · Omaha, NE, US
With the transition from affiliation with a Broker Dealer to RIA, my daily responsibilities consist of creating and updating financial plans and analysis, household investment portfolio management and helping facilitate client meetings.
Education
Sioux Falls Lincoln High School
GED
2008 — 2012
University of Nebraska at Omaha
Bachelor of Arts (B.A.)
2012 — 2016
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