LPL Enterprise
44yrs
Top advisor by experience in Oshkosh
New
Ralph Schultz is a fiduciary financial advisor in Oshkosh, Wisconsin, registered since Mar 2026. Ralph joined Edward Jones in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Edward Jones reports being paid through a percentage of assets and flat fees.
One of 90 advisors with offices in Oshkosh, and one of 82 fiduciaries.
At a glance
ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office1810 West Pointe Dr, Oshkosh, WI 54902
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- Mar 2026 – nowEdward JonesCurrent firm
Questions to ask Ralph
Tailored to Ralph’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Ralph
How do I contact Ralph?
Call Edward Jones at 314-515-2000 and ask for Ralph Schultz. Ralph works from the Oshkosh, WI office.
How long has Ralph been a financial advisor?
Ralph is new to the profession, registered since Mar 2026, and holds 1 license.
What licenses does Ralph hold?
Series 66. Tap any license on this page to see what it allows.
Is Ralph a fiduciary?
Ralph is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ralph paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ralph 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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