Team

How I Work

My reasons for becoming a financial professional are simple. I wanted to help people make sense of what is available to them when mapping out their financial future. My 25 years of helping clients prepare for the future have given me insight into tailoring financial plans to the unique needs of individuals and businesses. As a former adjunct college professor of personal finance and business finance I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Meet the Team

Bart Schulte, MBA, CWS®

Senior Wealth Manager

(573) 434-9347

bart.schulte@ceteraadvisors.com

Bart received a Bachelor's of Science degree in business from University of Missouri - St Louis and then went on to receive an MBA from Fontbonne University. Prior to moving to a career in finance Bart was a District Manager for Frito-Lay corporation in St. Louis. He moved into the investment arena in 1999 and started planning with clients in 2000. Bart has been through many market cycles in his career as an Investment Executive and Portfolio Manager. This experience is useful in his current position as an Investment Advisor Representative acting as a Fiduciary to tailor investment plans to specific client needs.

He currently holds a series 66 license and has a CWS® designation.

In his spare time, he and his wife Jackie enjoy getting together with their kids and family. They also like taking their RV to explore new areas of this great country.