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Paul S

Series 63, Series 65

Des Moines, IA

LPL Financial

Paul Schulte is a financial advisor with LPL Financial in Des Moines, IA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. His prior roles include lengthy tenures at Securities America Advisors, Inc., Bearence Management Group, and Brokers Clearing House. Outside of his advisory work, he is involved with Life Skillz, a non-investment-related activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Aimsley K

Series 65

Des Moines, IA

LPL Financial

Aimsley Kadlec is a Series 65-licensed advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, Kadlec worked at EcoEngineers and Techtron Environmental Solutions and has experience in environmental and educational roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Stephanie B

CFP®, Series 63, Series 65

Des Moines, IA

LPL Financial

Stephanie Bolles is a CFP® with 24 years of experience in the financial industry. She is currently with LPL Financial and previously worked for Securities America, Inc., and Householder Group Financial Advisors, LLC. Outside of her advisory work, she owns The Dwarf Depot, a business focused on produce, eggs, and livestock breeding in Saint Charles, Iowa. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timmy P

Series 63, Series 66

Des Moines, IA

LPL Financial

Timmy Papadopoulos is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms, including Bearence Management Group and Securities America Advisors, Inc., for 15 years each. His prior experience also includes roles at Brokers Clearing House and Nationwide Provident. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, and supports its advisors with model portfolios and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Timothy C

Series 63, Series 66

Des Moines, IA

LPL Financial

Timothy Cox is a financial advisor with LPL Financial based in Des Moines, IA, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at Securities America Advisors and Securities America Inc for nine years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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