Robert Ben Schulte
Investment adviser representative at Golden State Wealth Management, LLC
16 yearsExperience
2 statesRegistered in
$2.2BFirm assets
10 yearsFirm in business
Are you Robert Ben Schulte? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Golden State Wealth Management, LLCMay 2024 to now
- LPL Financial LLCMay 2024 to now
- Edward JonesDec 2019 to May 2024
- UnemployedSep 2019 to Dec 2019
- Light InstrumentsJan 2019 to Sep 2019
- UnemployedOct 2018 to Jan 2019
- Planmeca USAJan 2017 to Sep 2018
- Patterson DentalFeb 2010 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Golden State Wealth Management, LLC
$2.2BAssets managed
4,192Clients
40Advisers
10 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
- 7204999
- Firm CRD
- 167995