Jeffrey R Schulte is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2023-09-01 | present | Yes |
| FIRST CAPITAL ADVISORS GROUP, LLC | 2015-12-15 | 2023-10-13 | — |
| CANTOR FITZGERALD WEALTH PARTNERS, LLC | 2013-09-13 | 2015-11-10 | — |
| MARINER, LLC | 2011-01-10 | 2014-01-09 | — |
| CBIZ WEALTH MANAGEMENT, LLC | 2010-05-24 | 2011-05-26 | — |
| CBIZ FINANCIAL SOLUTIONS, INC. | 2004-02-18 | 2011-12-09 | — |