Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gregory? Claim Your ProfileGregory Schulte is an experienced financial advisor with over 30 years in the industry. He is currently registered with Berthel, Fisher & Co. Financial Services, Inc. and BFC Planning, Inc. in Arizona and Iowa. Gregory offers a variety of financial services to individuals, corporations and trusts, and has experience working with high-net-worth individuals, corporations and trusts. He has a strong background in financial planning and portfolio management and is committed to helping his clients reach their individual financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
03/04/2010 - Present
Berthel, Fisher & Co. Financial Services, Inc. (PEORIA AZ)
AZ
05/16/2008 - 02/26/2010
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
07/12/1999 - 05/20/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
CA
08/31/1994 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
TX
12/09/1993 - 08/12/1994
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NA
07/27/1992 - 12/02/1993
DAIN BOSWORTH INCORPORATED
MN
02/27/1990 - 07/09/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/1990 - 07/09/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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