Gregory Schulte, financial advisor Carefree AZ
83 score

Gregory Schulte

CRD Number: 2013712
Current Firm: Berthel Fisher & Company Financial Services, Inc.

Gregory Schulte (CRD# 2013712) is an Investment Advisor Representative working at Berthel Fisher & Company Financial Services, Inc. in Carefree, AZ and has over 26 years of experience in the finance industry.

Similar Advisors
Alexander Koury, CFP®, financial advisor Carefree AZ
Alexander G. Koury, CFP®
CRD# 5607498
Householder Group Estate & Retirement Specialists
Score
108
Similar Advisors
James Davis, CFP®, financial advisor Carefree AZ
James R. Davis, CFP®
CRD# 5571675
Woodbury Financial Services, Inc.
Score
103
Similar Advisors
James Hundman, financial advisor Carefree AZ
James E. Hundman
CRD# 3233547
Triad Advisors, Inc.
Score
103
Company Name Location Dates Years
Berthel Fisher & Company Financial Services, Inc. Carefree, AZ Feb 2010 - Current 6
Wachovia Securities, LLC Phoenix, AZ May 2008 - Feb 2010 1
Banc Of America Investment Services, Inc. Scottsdale, AZ Jul 1999 - May 2008 8
Banc Of America Insurance Services, Inc. Scottsdale, AZ Jul 1999 - May 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1990
S65 NASAA Investment Advisors Law Examination Apr 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Gregory J. Schulte
Phone Number: 319-447-5700
Firm Website: http://www.berthel.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    765
    MILLIONS
  • Total Number of Accounts
    5,670
    ACCOUNTS
  • Average Account Value
    $134,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Gregory Schulte and other advisors.
BADGES
83

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.