Charles Schulz

Senior Wealth Advisor at Krilogy

Charles Schulz is a Senior Wealth Advisor at Krilogy. Prior to that, they were the Treasurer for the Financial Planning Student Association at the University of Missouri-Columbia from August 2012 to December 2012. Before that, they were a Volunteer Tax Preparer at the University of Missouri Extension from January 2011 to April 2012.

Charles Schulz reports to Kent S Skornia, Founder, President & CEO. They are on a team with Jeff Hercules - Senior Partner, Pat O'Brien - Financial Advisor, and Meghan Abeln - Senior Wealth Advisor.

Timeline

  • Senior Wealth Advisor

    Current role

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