HBW Advisory Services
43yrs
Top advisor by experience in Eagle
16yrs
Stephen Schultz is a fiduciary financial advisor in Eagle, Idaho, with 16 years in the industry. After less than a year at Pruco Securities, Stephen joined Osaic Wealth in 2021, a firm offering financial planning, investment management, and retirement plan consulting. Stephen holds the CFP® designation.
One of 202 advisors with offices in Eagle, and one of 191 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 52% of advisors in Idaho
Office1151 E. Iron Eagle Drive Suite 200, Eagle, ID 83616
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?2 states
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowOsaic Wealth, Inc.Current firm
- Mar 2021 – Jun 2021Pruco Securities, LLC.Previously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stephen
How do I contact Stephen?
Call Osaic Wealth at (800) 821-5100 and ask for Stephen Schultz. Stephen works from the Eagle, ID office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2011, about 16 years. More experience than 52% of advisors in Idaho.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen 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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