LPL Financial Advisor
12333 University Avenue
Clive, IA 50325
(515) 608-5929 | (515)-371-3858
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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. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, MI, MN, MO, NE, NM, NC, NV, OH, OR, PA, SC, SD, TN, TX. UT, VA, WA, WI, WY. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any
Other Government Agency
|Not Credit Union
|Not Credit Union Deposits
GreenState Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.