Stifel, Nicolaus & Company
47yrs
Top advisor by experience in Oklahoma
8yrs
Brandon Schultz
Financial advisor at Cetera Investment Advisers
Brandon Schultz has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Tulsa, Oklahoma. Brandon has been with Cetera Investment Advisers since 2023; before that, Brandon spent a year at Edward Jones. Cetera Investment Advisers offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 835 advisors with offices in Tulsa, and one of 788 fiduciaries.
At a glance
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office1350 S Boulder Ave Suite 300, Tulsa, OK 74119
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- Mar 2019 – Sep 2019Edward JonesPreviously
Contact Brandon
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Brandon. 1350 S Boulder Ave Suite 300Tulsa, OK 74119Office · Get directions
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Questions to ask Brandon
Tailored to Brandon’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 Brandon
How do I contact Brandon?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Brandon Schultz. Brandon works from the Tulsa, OK office.
How long has Brandon been a financial advisor?
Brandon has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Brandon hold?
Series 66. Tap any license on this page to see what it allows.
Is Brandon a fiduciary?
Brandon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brandon paid?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brandon 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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