As owner of JPSchulte Wealth Advisors, Joe brings over 15 years of financial services experience to serve business owners, corporate retirement plans, and individuals at every stage of their financial journey. His approach combines deep market knowledge with a unique ability to explain complex financial concepts in terms clients can easily understand. Before joining Raymond James in 2022, Joe spent 3.5 years at Edward Jones as a Financial Advisor and served as vice president at HomeTown Bank, managing agriculture, commercial, and home loans in the Olivia and Redwood Falls branches from 2007 to 2018. Joe holds Series 7, 66, 9, and 10 securities licenses and continues to expand his expertise through additional financial planning and investment strategy certifications.
Originally from Redwood Falls, Joe remains active in his community through organizations like Bird Island Lions, Danube Area Athletic Club, and the Redwood Falls Hockey Association. When not serving clients, he enjoys spending time with his two children, Grady and Akeley, taking long pontoon rides, playing golf, and coaching his sons' hockey teams.
As the Office Manager at JPSchulte Wealth Advisors, Rachel works closely with Joe to support our clients in the day-to-day tasks of managing their money. She is committed to learning and growing in all aspects of life. Rachel genuinely cares about our client's thoughts and concerns. She has a passion for serving others and celebrating alongside them as they reach their goals. Outside of the office, Rachel enjoys a great latte, a good book, and watching her husband and their two sons on the golf course.
Your financial goals matter—whether you're actively building wealth or seeking a dedicated partner to manage your established portfolio. With personalized guidance at every stage, you gain the clarity and confidence to make informed decisions about your financial future.
Your financial journey deserves a time-tested partner. Since 2007, clients across every stage of wealth building and management have trusted JPSchulte Wealth Advisors to guide their financial decisions. From your first investment to preserving your legacy, you'll find sophisticated strategies paired with clear, accessible guidance.
Your time is valuable, and we believe financial guidance should be clear and accessible for everyone. That's why we handle all the details and complexities, so you can focus on what matters most in your life. Our relationship-based approach helps ensure your wealth stays secure through personalized attention and proactive planning—whether you're building it today or preserving it for tomorrow.
Share your story and your financial goals—tell us what current concerns you have about your financial situation and what matters most for your future.
Get custom options that fit your life, and we’ll handle all the paperwork and details to get you there.
Focus on what matters most while we review the progress of your plan relative to your defined objectives and keep you informed every step of the way.
Don't let another day pass avoiding your financial future or trying to do it alone. Partner with JPSchulte Wealth Advisors and find the reassurance you need so you can stop worrying and start living!
Stop wondering if you're making the right financial moves. Get the guidance you deserve.
Stop wondering if you're making the right financial moves. Get the guidance you deserve.
Mon - Thurs 8AM - 4:30PM
Fri 8AM - 3PM
Appointments available outside of office hours by request.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
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Securities offered through Raymond James Financial Service, Inc., member FINRA/SIPC, marketed as JP Schulte Wealth Advisors. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. JP Schulte Wealth Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser.