# Jeffrey R Schulte

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | 2023-09-01 | present | Yes |
| [FIRST CAPITAL ADVISORS GROUP, LLC](https://search.stillhousedata.com/firm/281322) | 2015-12-15 | 2023-10-13 | — |
| [CANTOR FITZGERALD WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/167479) | 2013-09-13 | 2015-11-10 | — |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2011-01-10 | 2014-01-09 | — |
| [CBIZ WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153785) | 2010-05-24 | 2011-05-26 | — |
| [CBIZ FINANCIAL SOLUTIONS, INC.](https://search.stillhousedata.com/firm/16678) | 2004-02-18 | 2011-12-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1242009)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1242009.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.