Thomas Schulte is a CFP-designated registered investment advisor at Napier Financial, based in Santa Clarita, CA, with 6 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 216 clients with $550M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
27201 Tourney Rd, Suite 201P, Santa Clarita, CA, 91355
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a partial owner of GenWel Capital LLC and GenWel Capital 2 LLC, firms established for investing in private real estate transactions, dedicating a few hours per week to each. He is also the Director of Financial Planning for Napier Financial, a DBA name for his advisory business.
Employment History
Current Registrations
Napier Financial
Previous Registrations
U.S. Financial Advisors
State Registrations1 state
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