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Joseph Schulte

Advisor at Raymond James Financial

Updated today

Location

Olivia, MN 56277

Credentials

Series 66

Industry experience

7 years

About

Joseph Schulte is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones and has experience in banking and municipal roles. Schulte is also the CEO of JPSchulte Wealth Advisors and Joe Schulte Properties, a business that owns the building where his advisory firm operates. Raymond James Financial Services Advisors, Inc. serves a wide range of clients, including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and access to various managed account programs.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

106 9th St S

Olivia, MN 56277

Most active in

Minnesota · Texas

Work history

Raymond James Financial Services Advisors, Inc.

2022 - Present (4 years)

Raymond James Financial Services, Inc.

2022 - Present (4 years)

Edward Jones

2018 - 2022 (4 years)

Norfolk Township

2009 - 2019 (10 years)

HomeTown Bank

2007 - 2018 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Tami S

Series 63, Series 65

Bird Island, MN

LPL Financial

Tami Stovern is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She previously worked at Investment Centers of America, Inc. from 2003 to 2017 before joining LPL Financial in 2017. Stovern serves as a board member of the Bird Island Hawk Creek Mutual Insurance Company. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired

Austin N

Series 66

Olivia, MN

Edward Jones

Austin Neubauer is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2021. Prior to this, he was involved with Turnkey Properties of Minnesota and Southern Minnesota Beet Sugar Cooperative. Outside of his advisory role, Neubauer owns several storage unit businesses in Minnesota. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Cory H

Series 63

Olivia, MN

OSAIC

Cory Hebrink is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 63 designation and has worked previously at Securities America Advisors, Inc. and SECURITIES AMERICA, inc. Outside of his advisory work, Hebrink serves as a board member for the Renville County West School Board and is the secretary of the RCW Baseball/Softball Association. He also holds a short-call substitute teaching license and has experience in insurance sales involving investment products. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that provides advisory and brokerage services to a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process using risk tolerance assessments, asset allocation software, and portfolio optimization, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired

Kevin H

Series 66

Olivia, MN

Edward Jones

Kevin Hurley is a Series 66 licensed financial advisor with Edward Jones, where he has worked since 2022. He has four years of industry experience, including prior roles at Wells Fargo Bank and Wells Fargo Clearing. Before transitioning to finance, he worked in operations at FedEx and West Central Steel. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
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