Ameriprise Financial Services
33yrs
Top 12% by experience in Clinton
43yrs
Mark Schultz
Full name on record: Mark Christopher Schultz
Financial advisor at Investment Capital Management
Mark Schultz has worked in the financial industry for 43 years and is a financial advisor based in Clinton, New Jersey. Mark has been with Investment Capital Management since 2024. Investment Capital Management offers investment management and is paid through a percentage of assets and hourly fees.
At a glance
Experience43 years (since 1984)
How that compares ?Top advisor by experience in Clinton
Office12 Van Syckles Road, Clinton, NJ 08809
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$113,285
States licensed ?1 state
Services through Investment Capital Management
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowInvestment Capital Management, Inc.Current firm
- 2002 – 2023Investment Capital Management, Inc.Previously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Investment Capital Management at 800-966-6664 and ask for Mark Schultz. Mark works from the Clinton, NJ office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1984, about 43 years. Top advisor by experience in Clinton.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Investment Capital Management reports being paid by a percentage of the assets they manage, hourly fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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