Steve Schulte Email & Phone Number
Founder, Southwest Advisory; Group Private Wealth Manager @ LPL Financial
Steve Schulte Location
Yuma, AZ, US
Steve Schulte Work
- 2025 - now Founder, Southwest Advisory; Group Private Wealth Manager @ LPL Financial
- 2025 - now Founder, Southwest Advisory Group Private Wealth Advisor @ Southwest Advisory Group
- 2014 - 2025 Private Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ practitioner @ Financial Services Company
- 2010 - 2014 Financial Advisor @ LPL Financial
- 2003 - 2010 Financial Advisor @ Zions Bank
- 2001 - 2003 Financial Advisor @ Wells Fargo Advisors
- 2000 - 2001 Financial Advisor @ Merril Lynch Inc
Steve Schulte Education
- University of Arizona
Bachelor of Science (BS) (Agricultural Economics)
1990 - 1993 - Webster University
Steve Schulte Skills
- Series 7
- Financial Services
- Series 63
- Wellbeing
- Investment Advisory
- Income Protection
Steve Schulte Summary
Steve Schulte, based in Yuma, AZ, US, is currently a Founder, Southwest Advisory; Group Private Wealth Manager at LPL Financial. Steve Schulte brings experience from previous roles at Southwest Advisory Group, Ameriprise Financial Services, LLC, LPL Financial and Zions Bank. Steve Schulte holds a 1990 - 1993 Bachelor of Science (BS) in Agricultural Economics @ University of Arizona. With a robust skill set that includes Series 7, Financial Services, Series 63, Wellbeing, Investment Advisory and more. Steve Schulte has 1 emails and 1 mobile phone numbers on RocketReach.
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Top LPL Financial Employees
-
Dean Phillips
Founder | Wealth Advisor at LPL Financial
Vero Beach, FL, US24 -
Rich Steinmeier
Chief Executive Officer at LPL Financial
California, United States45+ -
Bradford Smith
President, Financial Advisor at LPL Financial
Talbott, TN, US24 -
Blain Bogar
President and Wealth Management Advisor at LPL Financial
Las Vegas, NV, US25+ -
Clyde French
President at LPL Financial
Shreveport, LA, US34 -
Matt Audette
President and Chief Financial Officer at LPL Financial
New York, NY, US35 -
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James Sands Jr
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Joe Lanser
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