CoverProfile

Frank Schulz

Portfolio Manager, Investment Advisor & Options Specialist

RCM Wealth Advisors

United States, Illinois, Chicago

About Me

Frank Schulz is a Portfolio Manager/Options Specialist and Investment Advisor with responsibility for portfolio management for individual and institutional clients. He has over 11 years of experience in the financial services industry. Prior to joining RCM Wealth Advisors he was with Wells Fargo Advisors for three years as a Financial Advisor, with Citigroup for almost six years in the role of VP/Financial Center Manager and two years as a Branch Manager with JP Morgan Chase. He serves on the Board of Directors of The Center for Advancing Domestic Peace, a not-for-profit corporation dedicated to ending domestic abuse. At RCM he is responsible for the

View more

Profile Information

Portfolio Manager, Investment Advisor & Options Specialist

RCM Wealth Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Feb 4, 2025

Work Experience

RCM Wealth Advisors

Portfolio Manager, Investment Advisor & Options Specialist
Feb 2015 - Present
Email: fschulz@rcmfs.com

More profiles to browse

CC
Christopher Chiu
Chief Market Strategist and Portfolio Manager
Profile Photo
James Bellinger
Investment Advisor
Profile Photo
Jonah Weiss
Financial Advisor
MT
Mike Tosaw
Investment Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
JB
Joy Bunzel
Client Services
Sierra Investment Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth