Doug Schulte
Doug Schulte, CPFA
LPL Financial Advisor
12333 University Avenue
Clive, IA 50325
(515) 608-5929 | (515)-371-3858
dougschulte@greenstatewm.org
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Doug Schulte is an LPL Financial Advisor for GreenState Wealth Management.
Prior to joining GreenState, Doug worked for First American Bank for 18 years as Senior Vice President of Wealth Management. He also has over 22 years of experience in the financial services industry. Doug focuses on investment management, retirement planning, wealth protection and legacy planning, and has experience in fiduciary services.
Doug earned a BBA degree from the University of Iowa. In 2021, Doug received his Certified Plan Fiduciary Advisor (CPFA) credential.
He resides in West Des Moines, Iowa with his wife Angela and their three children.
Doug currently holds FINRA Series 7, 63, & 66 registrations through LPL Financial, as well as Life and Health Insurance licenses.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC).Insurance products are offered through LPL or its licensed affiliates. GreenState Credit Union and GreenState Wealth Management are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using GreenState Wealth Management, and may also be employees of GreenState Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of GreenState Credit Union or GreenState Wealth Management. The GreenState Wealth Management site is designed for U.S. residents only. Securities and insurance offered through LPL or its affiliates are:
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May Lose Value |
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