Jeffrey Schulte (CRD# 1242009) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Marco Island, FL and has over 40 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Group | Marco Island, FL | Sep 2023 - Current | < 1 |
| Wealth Enhancement Advisory Services | Marco Island, FL | Sep 2023 - Current | < 1 |
| First Capital Advisors Group, LLC | Blue Bell, PA | Oct 2015 - Aug 2023 | 7 |
| Purshe Kaplan Sterling Investments | Albany, NY | Apr 2014 - Jul 2016 | 2 |
| Cantor Fitzgerald Wealth Partners, LLC | New York, NY | Sep 2013 - Oct 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
- FL
- PA
- UT
-
Total Assets Under Management72,025MILLIONS
-
Total Number of Accounts154,394ACCOUNTS
-
Average Account Value$466,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.