Barrett Schultz

Barrett serves as Chief Compliance Officer at Realta Wealth and is responsible for the implementation, execution and management of the compliance department to ensure adherence with all applicable SEC, FINRA, state securities board regulations, and rules within the regulatory framework.

Barrett specializes in contract management, strategic planning, risk assessment, process mapping, internal audits and relationship management.

He has worked in the financial services industry for over 25 years and in compliance for over 15. Prior to joining Realta, Barrett served as Chief Compliance Officer and VP of Operations at McNally Financial Services Corporation and as Chief Compliance Officer at Investors Life Insurance Company of North America and ILG Securities Corporation. He has a Bachelor of Business Administration degree in finance from the University of Texas at San Antonio and a Master of Business Administration degree with an emphasis in finance from the University of the Incarnate Word. In addition, he holds Series 6, 7, 24, and 63 FINRA licenses.