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James D. Schulz

MemberHbe Wealth Management, LLCCRD 7150455

About James D. Schulz

James D. Schulz is listed as Member at Hbe Wealth Management, LLC in Lincoln, NE. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Hbe Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James D. Schulz work?

James D. Schulz is listed as Member at Hbe Wealth Management, LLC on SEC Form ADV.

How much of Hbe Wealth Management, LLC does James D. Schulz own?

Form ADV reports a beneficial ownership band of 10-25%.

Hbe Wealth Management, LLC

TitleMember
Ownership10-25%
Control personYes
Since2025