The Schulten Group of Wells Fargo Advisors

CONNECT

Address:

6700 East Pacific Coast Hwy. Suite 175
Long Beach, CA 90803

Phone:

562-799-2190

Fax/Other:

562-799-2189

Preparing for your Appointment

 

We will conduct a personal interview with you to best understand your most important goals and gather other pertinent information. If appropriate and with your consent, we also consult with other professional advisors, including your legal and tax advisor, to understand all pertinent details of your financial circumstances.

Please use this CHECKLIST to gather important information necessary for our team to create a comprehensive plan for your financial situation.

 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals