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Michael Christopher Schulte

Advisor at Guardian Life — Casper, WY S Center Street

Updated today

Credentials

Series 66

Experience

12 years

Location

Casper, WY 82601

Guardian Life logo

Guardian Life

Enterprise

Total advisors

1,910

Across 511 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Michael Schulte is a financial advisor with Primerica Advisors based in Casper, Wyoming, holding a Series 66 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2013. Schulte serves on the board of directors for Advance Casper, a local community organization. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

Client services

Based on Guardian Life

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Guardian Life

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments

Occupation focus

Based on Guardian Life

Founder/Business Owner Retired Executive

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Fee options

Fixed

Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)

Commissions

Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.

Project-based

Hourly fees for financial planning and consulting generally $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.

Other

Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.

Location

See office

Casper, WY S Center Street

330 S Center Street, Suite 344

Casper WY 82601

Advisors at this office

2

Most active in

Arizona · California · Colorado · Florida · Illinois · Indiana · Michigan · Montana · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas · Utah · Virginia · Washington · Wyoming

Work history

12 years of industry experience

Park Avenue Securities

2016 - Present • 10 years

Casper, WY

Guardian Life Insurance

2016 - Present • 10 years

Casper, WY

Park Ave Securities

2013 - 2018 • 5 years

Las Vegas, NV

Guardian

2013 - 2018 • 5 years

Las Vegas, NV

Disclosures

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

Business activities & affiliations

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Jessica P

Series 63, Series 65

Casper, WY

WYOU Financial Strategies, LLC

Jessica Pratt is a financial advisor at WYOU Financial Strategies, LLC in Casper, Wyoming, holding the Series 63 and Series 65 designations with six years of industry experience. Her prior roles include positions at Lincoln Financial Advisors, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of financial services, she has experience in entrepreneurship and tattoo arts. WYOU Financial Strategies offers financial planning, coaching, and optional investment management to individuals, families, and business owners. The firm emphasizes a planning-led, coaching-based process using proprietary tools to assist clients in managing cash flow and financial decisions, with investment recommendations provided within the context of financial plans.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning
user avatar

Brad O

Series 63

Casper, WY

Orr, Brad L.

Brad Orr is the sole advisor at Orr, Brad L., an independent firm based in Casper, WY. He holds a Series 63 designation and has 8 years of industry experience, with a career spanning over 20 years at his current firm. Orr, Brad L. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach using a core-and-satellite structure and a variety of analytical methods, managing accounts primarily on a discretionary basis.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Cash flow / budgeting
user avatar

Reid R

Series 66

Casper, WY

Omnivest

Reid Rasner is a financial advisor at Omnivest with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Rasner has an outside activity as a congressional candidate. Omnivest is an independent, single-advisor firm serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities through discretionary asset management and financial planning. The firm uses a combination of fundamental and technical security analysis alongside Monte Carlo planning to create client-specific portfolios and offers financial planning as a standalone service.

General retirement planning Wealth management
user avatar

Ricky D

Casper, WY

Senior Tax Advisory Group, Inc.

Ricky Durdahl is a financial advisor with Senior Tax Advisory Group, Inc. in Casper, WY, holding eight years of industry experience. He has been affiliated with Tucker Asset Management LLC since 2016 and is an owner and partner of Retirement Resources, an insurance-related business in Casper, WY. Senior Tax Advisory Group, Inc. provides investment advisory services primarily to individual and high-net-worth clients, utilizing third-party model portfolios managed by Co-advisers. The firm focuses on asset allocation through exchange-traded funds and maintains a high client-to-advisor ratio across its three-advisor team.

Wealth management
user avatar

Arin W

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.

Wealth management Passive / index investing Active portfolio management
user avatar

Tom C

Casper, WY

Pinnacle West Asset Management Inc

Tom Creager is a financial advisor at Pinnacle West Asset Management Inc with eight years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of his advisory role, he serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term, buy-and-hold investment approach with customized portfolios and strategic asset allocation.

Wealth management Passive / index investing Active portfolio management
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