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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

KURT FREDERICK SCHULTZ

Advisor at ATIS

HIGHLAND, IN

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 21, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ATIS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 2, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Dec 2, 1997
First registration: Jun 21, 2004
Dual registered: yes, broker-dealer
IAPD individual key: 1563024

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Atis	State registered	Jun 4, 2009	n/a	yes	HIGHLAND, IN\|HIGHLAND, IN\|HIGHLAND, IN	Current employment
AMERICAN TRUST INVESTMENT SERVICES, INC.	n/a	Sep 6, 2005	Jun 17, 2009	no	WHITING, IN\|WHITING, IN\|CROWN POINT, IN\|PORTER, IN	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 6, 2005	Sep 6, 2005	no	MERRILLVILLE, IN	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Jun 21, 2004	Jul 6, 2005	no	MERRILLVILLE, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERICAN TRUST INVESTMENT SERVICES, INC.	Atis	Jun 17, 2009	Jun 4, 2009	-13	Firm change	Other
CHASE INVESTMENT SERVICES CORP.	AMERICAN TRUST INVESTMENT SERVICES, INC.	Sep 6, 2005	Sep 6, 2005	0	Firm change	Other
BANC ONE SECURITIES CORPORATION	CHASE INVESTMENT SERVICES CORP.	Jul 6, 2005	Jul 6, 2005	0	Bulk transfer	Other

Relationships

Registered with (4)

→ ATISRegistered adviserregistration: current employment
Jun 4, 2009 to presentfactForm ADV
→ AMERICAN TRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Sep 6, 2005 to Jun 17, 2009factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 6, 2005 to Sep 6, 2005factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Jun 21, 2004 to Jul 6, 2005factForm ADV

Dated events

No dated event names this entity yet.