Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Schultheis is a financial professional with over 20 years of experience in the industry. Donald has held a variety of roles with firms such as Great Point Capital LLC, WBB Securities, LLC, and David A. Noyes & Company. Currently, Donald is a registered representative with Charles Schwab & CO., Inc. and is licensed to provide investment advice in Indiana. Donald offers financial planning services and specializes in providing advice to individuals, high-net-worth individuals, and retirement plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
11/17/2023 - Present
Charles Schwab & CO., Inc. (Fishers IN)
IL
09/07/2021 - 01/12/2022
GREAT POINT CAPITAL LLC (CHICAGO IL)
NJ
11/27/2017 - 09/12/2019
WBB SECURITIES, LLC (CRANFORD NJ)
IN
11/11/2014 - 11/23/2015
DAVID A. NOYES & COMPANY (INDIANAPOLIS IN)
NY
04/25/2005 - 03/19/2007
MICHAEL A. STEINBERG & COMPANY, INC. (NEW YORK NY)
NY
04/30/1996 - 07/08/2004
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
WI
10/17/1988 - 01/20/1995
STRONG FUNDS DISTRIBUTORS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 02/14/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/07/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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