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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

1,911

Across 509 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 Guardian Life and Park Avenue Securities in Casper, WY. He holds a Series 66 designation and has 12 years of industry experience. Schulte serves on the board of directors for Advance Casper, a local nonprofit organization. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm provides customized financial planning and advisory solutions through advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.

Client services

Based on Guardian Life

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

Expertise

Based on Guardian Life

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Guardian Life

Founder/Business Owner Executive Financial Professional

Demographic focus

Based on Guardian Life

Approaching retirement Established Professionals Mid-Career Professionals

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement; subscription-based financial planning maximum annual fee of $25,000; business consulting or education services up to $30,000.

Percentage

$0 - $499,999.99: 2.05% $500,000 - $999,999.99: 2.00% $1,000,000 - $1,999,999.99: 1.95% $2,000,000+: 1.90%

Commissions

Commissions are charged on transaction-based brokerage accounts; ticket charges include $10 per transaction in certain programs.

Project-based

Hourly fees generally range from $100/hour to $500/hour.

Subscriptions

Subscription-based financial planning and business consulting services charged annual fees paid monthly or quarterly, up to $25,000 to $30,000 per year.

Other

Account minimum: $5,000

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
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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
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Reid R

Series 66

Casper, WY

Omnivest

Reid Rasner is a financial advisor at Omnivest in Casper, Wyoming, holding a Series 66 designation with eight years of industry experience. His prior roles include positions at LPL Financial, Edward Jones, Marcus & Millichap, Urban Nest Realty, and Coldwell Banker. Omnivest provides discretionary asset management and comprehensive financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm combines fundamental and technical analysis with Monte Carlo planning and operates on a discretionary basis, delivering portfolio management and fixed-scope financial plans.

General retirement planning
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Ricky D

Casper, WY

Senior Tax Advisory Group, Inc.

Ricky Durdahl is a financial advisor at Senior Tax Advisory Group, Inc. with nine years of industry experience. He previously worked at Tucker Asset Management LLC for eight years and has been involved with Retirement Resources since 1982, where he is an owner and partner in an insurance-related business. Senior Tax Advisory Group, Inc. serves individual clients, including high-net-worth individuals, by recommending and monitoring third-party advisers who manage client accounts. The firm employs a model-based, asset-allocation approach primarily using exchange-traded funds and manages approximately $122.8 million in assets.

Wealth management
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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
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Tom C

Casper, WY

Pinnacle West Asset Management Inc

Tom Creager is a financial advisor with Pinnacle West Asset Management Inc and holds nine years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of advisory work, Creager serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans. The firm emphasizes tailored asset-allocation models and long-term, buy-and-hold portfolio management focused on large-cap equities and laddered fixed-income holdings.

Wealth management Passive / index investing Active portfolio management
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