Dakota Wealth
45yrs
Top advisor by experience in Stillwater
3yrs
Patrick Schulte is a fiduciary financial advisor in Stillwater, Minnesota, with 3 years in the industry. Patrick joined Xypn Sapphire in 2026, a firm offering financial planning, investment management, and educational workshops. Xypn Sapphire reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 96 advisors with offices in Stillwater, and one of 90 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
OfficeStillwater, MN
FirmXypn Sapphire
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.3 million
Advisors at the firm63
States licensed ?1 state
Services through Xypn Sapphire
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshops
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowXypn SapphireCurrent firm
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Patrick
How do I contact Patrick?
Call Xypn Sapphire at (360) 301-7579 and ask for Patrick Schulte. Patrick works from the Stillwater, MN office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Xypn Sapphire reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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.
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