Harbour Investments
44yrs
Top advisor by experience in Green Bay
28yrs
Jonathan Schultz has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Green Bay, Wisconsin. After two years at SII Investments, Jonathan joined LPL Financial in 2018, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 473 advisors with offices in Green Bay, and one of 429 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 18% by experience in Green Bay
OfficeGreen Bay, WI
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowLPL Financial LLCCurrent firm
- Jun 2016 – Feb 2018SII Investments, Inc.Previously
Contact Jonathan
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Jonathan. Green Bay, WIOffice · Get directions Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call LPL Financial at (704) 733-3300 and ask for Jonathan Schultz. Jonathan works from the Green Bay, WI office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 1998, about 28 years. Top 18% by experience in Green Bay.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Chambers Financial Group, LLC.
43yrs
Top 1% by experience in Green Bay
Packerland Brokerage Services
43yrs
Top 1% by experience in Green Bay
Stifel, Nicolaus & Company
43yrs
Top 1% by experience in Green Bay
Osaic Wealth
42yrs
Top 1% by experience in Green Bay
Cetera Investment Advisers
42yrs
Top 1% by experience in Green Bay