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RIA / WealthAdvisorChartered Financial Consultant42 years in industry

Jeffrey R Schulte

Advisor at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

MARCO ISLAND, FL | BLUE BELL, PA | PLYMOUTH, MN

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Search this name across graphsid dfx:ria:b590041b-db9f-1e5b-68c7-2d99e0e34238

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 18, 2004 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 10, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Chartered Financial Consultant
Exams: S63
First exam: Apr 10, 1984
First registration: Feb 18, 2004
Dual registered: no
Other names: J R SCHULTE|JEFFREY RICHARD SCHULTE
IAPD individual key: 1242009

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Bd affiliated wealth	Sep 1, 2023	n/a	yes	MARCO ISLAND, FL\|PLYMOUTH, MN\|BLUE BELL, PA	Current employment
FIRST CAPITAL ADVISORS GROUP, LLC	Former SEC adviser	Dec 15, 2015	Oct 13, 2023	no	BLUE BELL, PA\|Marco Island, FL\|Marco Island, FL	Previous registration
CANTOR FITZGERALD WEALTH PARTNERS, LLC	Former SEC adviser	Sep 13, 2013	Nov 10, 2015	no	PLYMOUTH MEETING, PA\|NEW YORK, NY	Previous registration
Mariner	Bd affiliated wealth	Jan 10, 2011	Jan 9, 2014	no	OVERLAND PARK, KS	Previous registration
CBIZ WEALTH MANAGEMENT, LLC	n/a	May 24, 2010	May 26, 2011	no	CLEVELAND, OH	Previous registration
CBIZ RETIREMENT PLAN ADVISORY SERVICES	Institutional manager	Feb 18, 2004	Dec 9, 2011	no	PLYMOUTH MEETING, PA\|CUMBERLAND, MD\|CLEVELAND, OH\|PLYMOUTH MEETING, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST CAPITAL ADVISORS GROUP, LLC	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Oct 13, 2023	Sep 1, 2023	-42	Firm change after gap	RIA to RIA
CANTOR FITZGERALD WEALTH PARTNERS, LLC	FIRST CAPITAL ADVISORS GROUP, LLC	Nov 10, 2015	Dec 15, 2015	35	Firm change	Other
Mariner	CANTOR FITZGERALD WEALTH PARTNERS, LLC	Jan 9, 2014	Sep 13, 2013	-118	Firm change after gap	Other
CBIZ RETIREMENT PLAN ADVISORY SERVICES	CBIZ WEALTH MANAGEMENT, LLC	Dec 9, 2011	May 24, 2010	-564	Firm change after gap	Other
CBIZ WEALTH MANAGEMENT, LLC	Mariner	May 26, 2011	Jan 10, 2011	-136	Firm change after gap	Other

Relationships

Registered with (6)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 1, 2023 to presentfactForm ADV
→ FIRST CAPITAL ADVISORS GROUP, LLCRegistered adviserregistration: previous registration
Dec 15, 2015 to Oct 13, 2023factForm ADV
→ CANTOR FITZGERALD WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 13, 2013 to Nov 10, 2015factForm ADV
→ MARINERRegistered adviserregistration: previous registration
Jan 10, 2011 to Jan 9, 2014factForm ADV
→ CBIZ RETIREMENT PLAN ADVISORY SERVICESRegistered adviserregistration: previous registration
Feb 18, 2004 to Dec 9, 2011factForm ADV
→ CBIZ WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 24, 2010 to May 26, 2011factForm ADV

Dated events

Occurred
Oct 13, 2023
Advisor changed firm
Jeffrey R Schulte left First Capital Advisors Group, Llc for Wealth Enhancement Advisory Services, Llc (registered 2023-09-01)
Form ADVobserved 4 days ago