Douglas Schulte
Douglas Schulte is a registered investment advisor at LPL Financial LLC, based in Omaha, NE, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3575 N 181st St, Omaha, NE, 68022
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Regulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Douglas operates GreenState Wealth Management as a DBA for his LPL business and is also an agent selling non-variable insurance products including life, accident, health, disability income, and long-term care insurance, dedicating about 10-20% of his time to the latter. Additionally, Douglas is a board member of Fossing Farm LLC, spending minimal time on this non-investment related activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Ameritas Investment CORP
Ameritas Investment CORP.Broker
Broker Dealer Financial Services CORP.Broker
Brenton Investments, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.