Taylor Robert Schulte
Investment adviser representative at Define Financial, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$314.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Schulte Ventures, LLCAug 2020 to now
- Define Financial, LLCFeb 2017 to now
- Advisor Gc, LLC dba the AgcAug 2019 to Dec 2023
- Advanced Practice Advisors, LLCJun 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Define Financial, LLC
$314.6MAssets managed
119Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5371615
- Firm CRD
- 286648