UBS Financial Services
47yrs
Top advisor by experience in Greensboro
29yrs
Michael Schultz
Full name on record: Michael John Schultz
Financial advisor at Valic Financial Advisors
Based in Greensboro, North Carolina, Michael Schultz is a fiduciary financial advisor with 29 years of industry experience. Michael joined Valic Financial Advisors in 2003, a firm offering financial planning, investment management, and selecting outside investment managers. Valic Financial Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 566 advisors with offices in Greensboro, and one of 521 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 9% by experience at Valic Financial Advisors
Office7029 Albert Pick Road Suite 206, Greensboro, NC 27409
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$99,681
Advisors at the firm1,254
States licensed ?2 states
Services through Valic Financial Advisors
Financial planningInvestment management for individuals and small businessesChoosing other investment managersOther services
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.
Career
- 2003 – nowValic Financial Advisors, Inc.Current firm
Contact Michael
7029 Albert Pick Road Suite 206Greensboro, NC 27409Office · Get directions Firm main line(866) 544-4968Headquarters: Valic Financial Advisors · Houston, TX Firm websitewww.valic.com
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Michael
How do I contact Michael?
Call Valic Financial Advisors at (866) 544-4968 and ask for Michael Schultz. Michael works from the Greensboro, NC office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1997, about 29 years. Top 9% by experience at Valic Financial Advisors.
What licenses does Michael hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Valic Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael 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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