Mark Scott Schulte

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/1992 → Present
  Powell & Schulte, Inc
  Canton, GA
• 08/2015 → 12/2024
  Dyche Wealth Management, Inc.
  Fayetteville, GA
• 12/2024 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2015-09-01 → 2025-01-23
  Dyche, Riley, & Selman Wealth Management
  Woodstock, GA
  Fayetteville, GA

Other Businesses

1. Schulte Wealth Group | Investment Related | 225 Reformation Pkwy STE 200 Canton GA 30114 | Financial Planning | Owner | Investment Advisor Representative | 12/2024 | 160hrs/mo | 160/hrs/mo during trading | Advisory and Insurance Services 2. Powell & Schulte | Investment Related | 225 Reformation Pkwy STE 200 Canton GA 30114 | S Corp | Owner | 1992 | 80hr/mo | 5hrs/mo during trading | Accounting for Insurance Business

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-08-18
• S63 Uniform Securities Agent State Law Examination
  1995-02-10

Other Names

• Mark Schulte