LPL Financial
9yrs
More experience than 60% of advisors in Watford City
11yrs
Matthew Schultz
Full name on record: Matthew Alexander Schultz
Financial advisor at Raymond James Financial Services Advisors
Matthew Schultz has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Watford City, North Dakota. Matthew has been with Raymond James Financial Services Advisors since 2025; before that, Matthew spent seven years at LPL Financial and two years at Investment Centers of America. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 5 advisors with offices in Watford City, and one of 5 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?Top advisor by experience in Watford City
Office329 N. Main Street, Watford City, ND 58854
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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.
Series 66Uniform Combined State Law Examination
Career
- Jan 2025 – nowRaymond James Financial Services Advisors, Inc.Current firm
- 2017 – 2024LPL Financial LLCPreviously
- 2015 – 2017Investment Centers of America, Inc.Previously
Contact Matthew
329 N. Main StreetWatford City, ND 58854Office · Get directions Firm main line(727) 567-3020Headquarters: Raymond James Financial Services Advisors · Saint Petersburg, FL LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Matthew
Tailored to Matthew’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
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About Matthew
How do I contact Matthew?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Matthew Schultz. Matthew works from the Watford City, ND office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2015, about 11 years. Top advisor by experience in Watford City.
What licenses does Matthew hold?
Series 66. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Matthew paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Matthew 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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