Jonathan Schultz

LPL INVESTMENT ADVISOR REPRESENTATIVE

 

 

Phone: 920.362.0943

Email: Jonathan.schultz@lpl.com

 

 

Jonathan Schultz is a local Investment Advisor Representative with LPL Financial, and has been in the financial service industry since 1998.  He works for people who have the goal to retire comfortably and bases his client relationships on Integrity and Value Added Service.

Life can have unexpected turns and Jonathan can show you ways to help deal with the unexpected, whether it is a job loss, pre-retirement strategy, retirement living, or the loss of a loved one.

He holds the Series 6, 63 and 65 through LPL Financial and is licensed in Life and Health Insurance.

For a free Financial Comparison or a Review of your current situation and coverage, please feel free to call Jonathan at 920.362.0943.