Greath Wealth -Investment Information & Services

Client Security through TD Ameritrade

Schulz Financial client funds and assets are held by TD Ameritrade Institutional Investor Services. In business since 1975, TD Ameritrade holds over $250 billion in assets (including $53 billion in cash) and has 7.5 million client accounts. Moreover, TD Ameritrade doesn’t use its profits to support investment banking, insurance or other activities. Rather, TD Ameritrade keeps its focus on serving you, the investor.

Additionally, it may interest you that in the past Rodney Schulz has gone to TD Ameritrade’s board members and has worked with their Vice President of Customer Service. When special needs arise, Rod goes to the top to bat for his clients. And by being an institutional level investor, Schulz Financial gets special privileges and special services that benefit and make life easier for our clients. That’s what we’re all about.


Would you like to raise your return, reduce your risk and cut your costs? Sign up for our newsletter and check out our blog, or better yet, consider adding Schulz Financial to your investment team.


Schulz Financial, LLC 12558 Honeywood Trail Houston, TX 77077 - 281-705-9189 or email us.
Houston Web Design by SpotOn Search Engine Optimization.